The Stock Market is Very Vulnerable Here

I think to the extent that we get some of these protectionist type measure it is negative for the U.S. Dollar. It is not going to be a positive like some people think and the stock market and the bond market are very, very vulnerable here. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 Index ETF (SPY), Nasdaq 100 Index ETF (QQQ), iShares Russell 2000 Index ETF (IWM))

A Bull Run For Gold

Both the Federal Reserve and President Donald Trump want a weak currency, a weak U.S. Dollar. That almost always means a bull run for gold (SPDR Gold Trust ETF (GLD)).

Markets: Gold, Silver and Gold Stocks

Gold is up 6 percent so far year-to-date, Silver is up better than 7 percent. Gold stocks (Market Vectors Gold Miners ETF (GDX)) are up 12 percent so far this year. That means that gold stocks are by far the top performing sector in sector. They were also the best performing sector in 2016. (SPDR Gold Trust ETF (GLD), iShares Silver ETF (SLV))

Currencies Outlook: U.S. Dollar (USD), Australian Dollar (AUD), Canadian Dollar (CAD)

If you take a look at some of the other currencies, the Canadian Dollar (CAD) is up 2.50 percent so far in 2017. The Australian Dollar (AUD) is up 4 percent so far in 2017. These are some pretty big moves early in the year.

Remember, everybody was bullish on the U.S. Dollar. That was the trade. It was so crowded, everybody was in it. Every strategist that I saw on financial news at the end of last year, early this year, said something like, "I am long the Dollar, short Canadian or short the Aussie, or short the Japanese Yen..."

Meanwhile all these currencies are going up and I think they will go a lot higher.

We Need to Get the Government Out of Healthcare

I am very skeptical about the repeal of Obamacare. Potentially they will repeal it in some distant point in the future but it will still be around.

We need to get the government out of healthcare and get the free market in, so that we can have quality care at affordable prices. (UnitedHealth Group Inc(NYSE:UNH), CIGNA Corporation(NYSE:CI), Aetna Inc(NYSE:AET), iShares NASDAQ Biotechnology Index (ETF)(NASDAQ:IBB), Pfizer Inc.(NYSE:PFE))

International Investing: The Countries I Am Most Optimistic About

The countries where I am most optimistic about are Singapore, Hong Knog, New Zealand, Switzerland and Norway. There are a number of countries that I think are in much better shape than the majority of countries out there. There is where we should be investing, as their currencies are going to appreciate, their markets are going to appreciate in real terms. (iShares MSCI Singapore Index Fund ETF (EWS), iShares MSCI Switzerland Index Fund ETF (EWL), iShares MSCI Hong Kong Index Fund ETF (EWH))