Thursday, June 3, 2010

SOS Marc Faber May 2010

Marc Faber - May 2010 recommendations:

  1. Emerging economies - properties in country side, healthcare, water, banks, insurance, consumer finance, brokers, plantations
  2. Gold and Silver - long
  3. Japan - Perfect contrarian play - banks
  4. New regions - cambodia, laos, myanmar, mongolia, sri langka, africa
  5. Commodities - although correct 50%, long term intact, agricutural, NG etc
  6. US treasury - Short
MyView

Based on Mexico experience, market collapse then printing money then market shot up 200x, but in USD value, no changes over 1979 to 1988

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