Finroes 12 - 16 month guide

I am not a certified analyst or any of what I like to call 'bull****', so don't take these as recommendations.  This is an investment growth website so I am sharing my thoughts.  Feel free to rebut what I have to say, I enjoy some arguing.

We ARE in a recession.  If you haven't realized this yet, slap yourself upside the head.

People still have to live.  Think to yourself as a middle income person in the US as to what you would like to buy, what you must buy and what you don't buy.

I am bearish all things people don't have to buy, jewelery, expensive clothes etc.  If you don't need it, people won't buy it especially now.

Keep in mind in a bear market things tend to decrease in general haha.

I am bearish agriculture SHORT TERM.  Be aware though agricultures along with other commodities will rise to newer and higher levels then seen this past summer.  Agriculture has risen past few sessions but will return lower over the winter and in the spring will bounce back.  People have to eat.

Same goes for other commodities.

I am bullish OIL.  OIL is the lifeblood of the economy, enough said.  offshore drilling, pipelines, freighters, basically anything associated with oil will rise.

I am bullish gold.  The financials haven't felt the worst yet.  Plus gold is undervalued at the moment.

basic demographics  will teach you a lot.

People say china and india are ONLY growing at 5-9%.  Oh BOOHOO. Just because the US is ****ed dosen't stop them from growing.  They will come back stronger than ever.  The US is david beckham and asia is the little 5 year old in the street with a torn soccer ball who wants to be him.  They will become him.  What do you tihnk will happen?

I am calling my plays: 

Buying puts in the agricultures for december/january.  

Buying puts in citigroup and other weak banks.

Long Oil.