Global investment markets are becoming very macro driven and it’s pretty important to understand the big picture dynamics at play right now. The US dollar is the key to everything and there has been a growing shortage of dollars throughout the global economy over the past few years which we’re now seeing create the usual…
So What do I Like?
I realize that a lot of posts lately have been more focused on the risk side of things, pointing out assets that I feel are overvalued these days. Believe it or not, I’m pretty optimistic about some of the innovation we’re seeing in the world. I think we will see huge strides made over the…
What’s the Safest Long-Term Investment Theme When it Comes to Stocks?
I suppose I should define “safest” before giving my opinion. If we define safety as our confidence that the industry, business model or product will withstand the test of time, I believe the safest long-term investment theme is food. Think about it for a minute. Everyone eats food. Not everyone buys a smartphone, an electric…