Most of my thoughts, you couldn't print.
Commodities tend to zig when the equity markets zag.
Right now I own shares of companies in 28 countries.
Index investing outperforms active management year after year.
Historically, there has been a bull market in commodities every 20 or 30 years.
Bottoms in the investment world don't end with four-year lows; they end with 10- or 15-year lows.
I think this is also a great time to invest in private equity, helping companies grow from the ground up.
If the current birth rate, which is the lowest in the major developed countries, continues, there will be no Japanese. Who will pay the enormous debt?
Do not buy the hype from Wall St. and the press that stocks always go up. There are long periods when stocks do nothing and other investments are better.
Tough times helped many commodities producers become lean and mean through consolidation, mergers and cost-cutting. All that excess supply has been sopped up.