Market Update: June 12

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Trade Wars

No one has ever won a trade war. Trade wars always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Sectors: Agriculture

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

Stock Market: The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Further reading:

Trump Is Right About Trade 
Markets: This Is What Everybody Is Missing
Bitcoin: Is It a Currency?

Markets: Trump & Trade Wars

No one has ever won a trade war. They always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Related trading instruments: Market Vector Russia ETF Trust (RSX)

Markets: Agriculture Is Very Depressed

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Markets: Russia, China, Japan

I am still buying shares in China, Russia, Japan and some parts of the world if I find something good. The US stock market is at an all-time high and I don't particularly like buying things at all-time highs.

Related trading instruments: 

• Market Vector Russia ETF Trust (RSX)
• iShares MSCI Japan ETF (EWJ)
• iShares FTSE/Xinhua China 25 Index ETF (FXI)

Blockchain: I Have Not Yet Found A Way To Invest

"I have not yet found a way to invest in a public company a way to invest in blockchain."
- Jim Rogers speaking at a Blockchain conference in Miami

"Bitcoin: Is It a Currency?"
Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain" Ray Dalio: