Points covered in video:
Where the opportunities are now
In forced liquidation period
Find things where fundamentals are unimpaired
What is unimpaired are raw materials, commodities
Supplies of everything will continue to decline
Categories like farming, mining and lumber will be significant going ahead
Farming has severe shortages now
Even though demand is going down, supply is going down faster
Historically commodities tend to come back first in tough times because of shortages of everything
Alternative energy a long way from being reality or affordable
Future of China and America over next 30 years
Part One Part Two Part Three Part Four Part Five
1 comment:
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