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I'm not interested in what the "Talking Heads" have to say, not watching any indicators, P/E multiples or any of the normal stuff, I am trading merely on what I know...
I know depravation, monopoly, and shortage - 3 of the 4 Horseman of the Next Great Paradox.
Simply, the aren't making any more oil, minerals, rocks, sediment, and resources in general. Whether you believe in the Great Cataclysm or God, neither is going to supersize any more helpings from Mother Nature.
There are too many people already, and as the emerging markets become Westernized, they're going to want everything you have already. That leaves two possible outcomes (if you are a history buff) warfare; as them that wants beats crap out of them that has, or shortage; them as wants, extends their economic clout on the world markets, and buys - a lot.
Both outcomes have happy economic consequences for the investor - at least until the first nukes start getting sprayed indiscriminantly... Prices go up for raw materials because we need bullets, or prices go up because there are additional monied players at the feeding trough.
Strategy? Twofold. Dig a deep hole and stock it with food, then buy securities from companies that have resources. Occasionally dabbling it some technology along the way.
Complete Stock Idjit, feel free to loose your lampoons - that hole will survive the shrapnel.
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