Follow the money trail

Financial crisis often present once in a lifetime opportunities for opportunity savvy individuals. ..the trouble is that it’s often hard to follow the money trail

Middle East petro-dollars should be one target to focus on. Sovereign wealth funds in the Gulf ( Kuwait, Qatar, Dubai and Abu Dhabi) are switching their focus away from Western stock markets to shore up ailing economies in the Middle East and protect themselves from losses in the City (London) and on Wall Street.

Dubai International Capital (DIC) is concentrating on emerging markets and safer long term infrastructure projects. See Times in the UK

 

I’d also track individuals like Billionaire investor  George Soros, who has long warned the world of a coming depression. He's strategically investing in energy security related industries i.e 3d & 4^th generation biofuels (not corn ethanol) and that non-sexy but essential commodity for the USA--coal  George Soros and others -Citadel Investment Group LLC and T. Rowe Price Group Inc. are snapping up coal mining shares, taking advantage of the cheapest valuations in five years as demand for electricity rises.  Soros bought 2.9 million Arch Coal Inc. shares last quarter for a 2 percent stake in the second-largest U.S. coal producer, according to  filings with the Securities and Exchange Commission.

 

Walter Derzko