Investing: Think About Farming and Agriculture

Agriculture has been a disaster worldwide for 30 years, that`s the reason I am optimistic now. Agriculture is down 31 percent in the last 19 years.

Agriculture has been a disaster, I urge you to think about farming and agriculture. (John Deere (DE), Kubota Corp (ADR)(OTCMKTS:KUBTY), Mosaic Co (NYSE:MOS), Potash Corporation of Saskatchewan (USA) (NYSE:POT), Agrium Inc. (USA) (NYSE:AGU), PowerShares DB Agriculture Fund (DBA))

Parts of the U.S. Real Estate Market Are in a Bubble

Some parts of the U.S. real estate market are now in a bubble but some parts of the American property market are very attractive and there are great opportunities. (iShares Dow Jones US Real Estate ETF (IYR))

Nobody Has Ever Won a Trade War

If there is a trade war I assure you we should all be very, very worried. Trade wars through out history have never worked, nobody has ever won a trade war. (iShares FTSE/Xinhua China 25 Index ETF (FXI), SPDR S&P 500 ETF Trust (SPY))

Investing: Where I Will Put More Money

One of the places where I will probably put more money is the Renminbi and/ or China. The Renminbi will probably be convertible by then (when the U.S. Dollar gets overvalued and turns into a bubble) which will make it much more attractive to international investors.

One Strong Reason To Be Bearish On Bitcoin

Unfortunately I am afraid that the use of Bitcoin or any other digital currency will not be very successful because in the end governments are going to decide which electronic money you use. 

Trump: Trade Wars or a Fantastic Time?

If we do not have trade problems and we do the good things (tax cuts, infrastructure spending and deregulation) that he wants to do, it could be fabulous! (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

U.S. Dollar: It May Get Overpriced

My largest currency holding is the U.S. Dollar because I expect turmoil in world financial markets. When there is turmoil, investors will be looking for a safe haven. What will happen is that the U.S. Dollar will first get overpriced and if it keeps going, the U.S Dollar may even turn into a speculative bubble.