Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Tuesday, December 20, 2016
Trade Wars: It Will Lead to Bankruptcy and War
Trade wars have always failed. Trade wars have always led to bankruptcy and often to war throughout history. Even the people who understand this, sometimes think, do not worry, it is different this time, I can control this. Mr. Trump certainly thinks he can control it, but the facts are this is very worrysome for the world over the next several years.
Monday, December 19, 2016
Many People In Asia Do Not Like Trump
Many people in Asia do not particularly like Trump but that is based on what they read on the mainstream media, their media is like ours, they just repeat what the U.S. and the U.K. say, so, the main view here in Asia is that now the United States is pulling out, withdrawing from Asia and that is a gigantic opportunity for China, and China sees it.
Friday, December 16, 2016
When Will the Dollar Start Looking Like a Bubble
One hundred and ten in the Dollar Index certainly does not sound like a bubble to me. I will just have to judge the circumstances at the time. You will be able to read the newspapers and everybody will be talking about how the Dollar is going to go up forever, you will see on TV that the Dollar is the new promised land.
People will be pouring into dollars...I try to judge those things by the mood. Bubbles throughout history everywhere in the world, no matter the asset, always look and sound the same. I hope I am smart enough to recognize it.
People will be pouring into dollars...I try to judge those things by the mood. Bubbles throughout history everywhere in the world, no matter the asset, always look and sound the same. I hope I am smart enough to recognize it.
Thursday, December 15, 2016
The Dollar Strength Will Continue
The U.S. Dollar strength is going to go on for a while. The U.S. Dollar is going to get overprices, the U.S. Dollar may even turn into a bubble. (EUR USD forex cross, USDJPY forex cross, SPDR Gold Trust ETF (GLD))
Wednesday, December 14, 2016
Gold: The One Thousand Mark
It may not get to one thousand dollars an ounce, it may not even get there at all. I am pretty bad at market timing. But if it does, I expect to load up. (SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX), Barrick Gold (ABX), Newmont Mining (NEM), Goldcorp (GG), Novagold (NG))
Tuesday, December 13, 2016
Gold: In The End Gold Will Turn Into A Bubble
I am a terrible market timer and a horrible short term trader. I own gold, I have hedged some of my gold. I expect that if gold gets on one thousand dollars an ounce, I hope I am smart enough to buy a lot of gold because in the end, this is all going to end in huge mess and in a bubble for gold. My price to remove my edges and to buy a lot more gold is under one thousand. (Market Vectors Gold Miners ETF (GDX), SPDR Gold Trust ETF (GLD))
Monday, December 12, 2016
Trump Rally: It Surprises Me That Investors Are So Enthusiastic
It surprises me that people are as enthusiastic as they are given that Mr. Trump says he is going to start trade wars. At the moment everybody seems to be focusing on the fact that he is going to cut taxes which is fabulous for any economy and that he is going to be building new infrastructure that we desperately need. Nobody seems to be focusing on where will the money be coming from, and secondly how are we going to do all this with trade wars.
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