I am the world worst market timer. I just try to be long things that are going to do better than the things that I am short on. By the way the best sector in the world that I know right now is probably agriculture. Everybody should become a farmer. Farming is going to be one of the greatest industries of our time for the next 20 to 30 years.
It has been finance and paper shuffling and money, now it is going to be real things and real assets.
