Friday, December 19, 2014

Countries To Invest Around The World

I own shares in Ghana but Ghana had many periods of disaster. It has been less badly run than some of the others but when I think of countries to invest around the world, Ghana is not the first that pops to mind. Much more of my effort is in Asia than is in Ghana or Africa.

Thursday, December 18, 2014

Macro Views: Latin America

Latin America historically should be a land of great opportunity. All those countries in latin Maerica have huge natural resources, weather, population, etc. Unfortunately most of them have been badly managed. For the most part of the last 400 years.  I am not sure why they`ve been so badly managed. You look at Venezuela...no country in the world has better opportunities, and they keep messing it up over and over again.

Argentina the same way. 125 years ago, people in Europe deciding to emigrate, the choice was either the U.S. or Argentina. Many of them went to Argentina. Argentina has gone straight to hell since 125 years ago. So many of these Latin America countries have great opportunities, great assets, unfortunately they have not run them very well for most of the time. That usually leads to opportunities because when there is a disaster, if nothing else, things are going to get better for a while.

Related exchange traded funds: iShares MSCI Brazil Index ETF (EWZ),  iShares S&P Latin America 40 Index ETF (ILF)

Wednesday, December 17, 2014

U.S. Debt: The U.S. Dollar Will Ultimately Have Serious Problems

The U.S. Dollar is and has been the world`s reserve currency for maybe 60, 70 years now. It took over from the Pound Sterling which had been the world`s reserve currency itself for 160 years.

Unfortunately the U.S. Dollar, and I am an American citizen, is a terribly flawed currency. We are the largest debtor in the world and the debts are going higher and higher. Countries that get themselves into these kind of situation ultimately have serious problems with their currencies and something comes along to replace it.

Tuesday, December 16, 2014

Investing: Why Agriculture Is The Smart Play


Topics: Investing in agriculture

Related trading instruments: PowerShares DB Agriculture Fund (DBA)

Monday, December 15, 2014

Forex Outlook: U.S. Dollar Will Continue Strong



Topics: U.S. Dollar outlook, forex markets;

Related forex crosses: AUDUSD, EURUSD, USDJPY, USDCAD;

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