I'm Very, Very Bullish on the U.S. Dollar

I am very, very bullish on the U.S. Dollar for a variety of reasons. The U.S. Dollar is probably one of the best opportunities around right now because there will be a lot of turmoil, people will look for a safe haven. The world thinks the U.S. Dollar is a safe haven. It's not.

Stocks: The 3rd Rate Rise Starts To Cause Problems

Traditionally when the Federal Reserve raises rates three times you should be very, very worried. And on the fourth you should not only be worried but just run for the hills. So, if history is any guide, when the Federal Reserve raises interest rates some more there will be problems in the equity markets. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures, Russell 2000 Index ETF (IWM))

How Higher Rates Will Impact the Stock Market

Higher interest rates are certainly coming from the market and from the Federal Reserve. What that does to the stock market (SPDR S&P 500 ETF Trust (SPY)) we shall see. Traditionally when the Federal Reserve raises interest rates three times you should be very, very worried.

Commodities: A Big Opportunity

Commodities are bottoming, especially agriculture. Base metals are in the process of making a bottom. In a few years, we are going to look back and say, "What an opportunity that was!" (PowerShares DB Agriculture Fund (DBA), Nymex Copper Futures, Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Crude Oil: Expecting a 40-60 Dollars a Barrel Range

My view is that Oil is making a complicated bottom. I do not think we have seen the low for this year yet. I am not even sure what the low will be. A range of 30 to 60 dollars a barrel, or 40 to 60, something like that. (Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Gold: In the Process of Finding a Bottom (SPDR Gold Trust ETF (GLD))

Corrections and rallies are very common in all markets, does no matter what the market. What we are seeing is the process of gold (SPDR Gold Trust ETF (GLD)) trying to find its bottom and in my view it is not here yet.

India: I Don't Like The Populist Budget

I do not like the fact that the Indian budget deficit is going to continue. India will continue to get deeper and deeper into debt. That is populism, Mr. Modi wants to keep everybody happy! (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))