Investing: Agriculture Will Do Well In The Next Bear Market

I'm very optimistic about Agriculture's been a disaster for 35 years and it's changing in my view. It's changing so if you're worried about the world and that we are going to have a serious bear market you should think about agriculture because agriculture will probably do well, that is a place that will probably decouple in the next bear market.

Commodities: Coal, Steel and Agriculture

I'm a director of a coal company so we obviously should worry about Chinese coal. I do own commodities yes, but Steel is not high on my list because it's there's no real active futures market but some commodities I'm very optimistic about. Agriculture's been a disaster for 35 years it's changing in my view. 

A Hot Sector In China

If you're cleaning up pollution in China you don't care if the West disappears as you're too busy going to work every day and you're making too much money but the companies that have debt and deal with the West are gonna have problems the next time around.

Buying Opportunities In Japan, China and Taiwan

I bought stocks this week in China, Japan, Taiwan so I see opportunities on the long side in markets. That doesn't mean I'm right. A bear market may start today but I see opportunities. But if you're worried about that you need to know how to sell short. Great fortunes can be made in a bear market selling short.

The Worst Bear Market In A Lifetime

What I have said was that we will have a bear market again some day.  Now, Janet Yellen says we wwill not, she says everything is okay now and there won't be any more economic problems. I happen to disagree with her and I know we will have bear markets again.

What I said was the next one we have when it comes is going to be the worst in my lifetime, the reason for that being in 2008 we had a problem of too much debt,  the next time around the debt is so so so much higher, so the next time we have a bear market is gonna be the worst in my lifetime.

The Use Of Stop Losses

Some of the smartest people I know use stop losses, whatever number they use. I have never used stop losses but I frequently wish I had. In fact the more I read the more I think "maybe I should start using stop losses", I don't have anything to lose much by doing a stop loss and it might help me a lot.

Bitcoin: The World Has A Money Problem

We know the world has a money problem of various sorts. We know that everything has been changed by the computer  and will continue to be. So, yes the computer and the Internet are going to change money as we know it. If you go to China right now, people don't have money. It's astonishing the minute they buy a cup of coffee they put their phone on the thing and there's a cup of coffee paid for.

A Different Kind Of Diversification

Jim Rogers explains why you should have more than one passaport and more than one house to live in different countries. 

You're Going To See Bankruptcies In China

Even China has debt and you're going to see bankruptcies in China which is going to shock a lot of people including me and I know what's coming. (iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM))