The Contrarian

[aim hier]

ls,

Not all countries are still expanding their government scale of operations. Canada and Norway, for example have actually shrunk their federal governments as percent of GDP.

In any event, my anti-U.S. portfolio has done well. Basically, I'm investing in natural resource companies, and operating companies outside of U.S., including foreign real estate companies.

While many countries will try to depreciate their currencies, to boost exports, the U.S. dollar is going to depreciate, simply because it will become too difficult to finance our soaring debt.

If I sound like a goldbug, it's because I've become a gold and silver believer. In my opinion, you can't go wrong with copper, an industrial necessity, and not abundant in the world.