Where to spend your hard earned $$.

1) Governments always want a piece of the pie, so make them a partner; let them have a small piece of the pie; they have the biggest gun so accept it

2) If the government changes more frequently than your underwear; stay away; bribing becomes too costly

3) The trend is that capital costs for new plants skyrocket in the west while remain cheap in China and some other countries.

4) The time for extracting natural resources at will from underdeveloped countries is over. Actually good since it will increase the overall price of resources; which should help investors like us

5) Finally, bankers learn that fancy accounting it not all; gold and natural resources gain power and strength