Portfolio Investor: Clark on Commodities [View article]
We are seeing some very transformative changes in the economies of major countries towards infrastructure, competitive advantages, and resource development. China, India, Russia, and Brazil are in many ways very exciting emerging first world economies with growth rates that far surpass the U.S. Their stronger companies are becoming world powers.
America can solve these challenges if the people wake up and demand action. We have the technology to create more energy and to lead the world in many areas. Unfortunately, we tie our own hands and then complain we cannot move quick enough. What happened to Rancho Seco nuclear plant in California?
Is Brazil 'Investment-Grade' for Individual Investors? [View article]
Brazil is attractive in terms of P/E and it is now hitting on all of its major cylinders -- oil, metals, banks, agriculture. This has staying power. I love Brazil! (Not as much as America, of course, but a great place to make money.)
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Portfolio Investor: Clark on Commodities [View article]
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