MENA and BRIC

Middle-East & North Africa....Brazil, Russia, India and China....MENA and BRIC.

In today's investing world you need to understand these important countries and their very bright futures. The day traders and media only focus on foreclosures, sub prime lending and the elections.

300,000,000 Americans...... and billions of other people all largely without debt and a ton of cash building out their new infrastructure, eating better and living an exciting life....

Secular trends are more profound right now than in a generation.....infrastructure, energy and food. Maybe a hundred trillion dollars needs to be spent in the years ahead (two times global GDP).....and the markets are responding!

Ronald Reagan understood that you cannot govern this country if you're a pessimist. He said that when the American people are happy, good things happen: they invest, they save, they have children. So he thought that getting America back to cheerfulness was an intensely practical program. The key is to understand the economy of leadership: you should have ideas, and they should be clear, but most of all they should be few- three at most.

Investors are scared (record shorts), without leadership (running Senators say "Change"), the tax code is a mess (investors don't know how to invest) and the financial industry continues to horse trade their own toxic paper.

Yet all things related to infrastructure, food and energy continue higher....just focus on three things....

Danny Boy seen here leaping in the air to catch his ball.