claygrant1974 (< 20)

People LIKE clean water and cell phones, and HAVE to eat, EVEN in emerging/frontier markets

February 19, 2009 – Comments (2) | RELATED TICKERS: VWO , MXI , PBJ

I'm finally back from Afghanistan and can get back to CAPS and investing. I have really been neglecting it for far too long. I've been getting crushed on here, but that is going to change. The market is offering prices too good to pass up. I am buying lots of new stuff and adding to most of what I already had. ETFs are great vehicles right now.

Just put some money to work in the S&P 500, DJ Wilshire 4500 Completion, and EAFE indexes. Also bought some FLM (this is a newer ETF) and MXI. I love infrastructure right now. It is going to boom everywhere. Developed countries need to rebuild/upgrade, and emerging/frontier markets are building. People everywhere want some PBJ, at least every so often. VWO is a fine choice right now, too.

Once people become accustomed to cell phones, roads, clean drinking water, cars, electricity, and Pepsi, they tend to not want to give them up. Then they want more of the same and other things too. Especially the younger people (guess what demographic group is by far the largest in the developing world). The less developed parts of the world are going to fuel growth for years to come. And there are a few things left, at least for a few more years, that the U.S. can even supply competively.

It is truly a great time to start or add to positions in the market (and I do mean GLOBAL market), barring the end of civilization as we know it, of course. I will try to post far more frequently in the near future, but I don't want to give away too much. Might get TOO many people thinking TOO smart, and that might possibly hinder my returns. I love a scared, inefficient market.