I am reading a book from Bud Conrad: Profiting from the World's economic crisis, finding investment opportunities by tracking global trends.
Very interesting book with a lot of back-up material.
He predicts a rough road ahead for us - due to economic imbalances that have built up over the past decade - but reveals how you can prosper. Increasing U.S. government and trade deficits, oil prices, Social Security and Medicare obligations for baby boomers , the credit crisis and the weakening dollar. He also examines why some of the government's actions - such as bailing out banks and curbing interest rates - fail to address more serious, longterm issues such as too much debt.
The crisis we have entered is a major deleveraging which is the biggest shift since the Great Depression. There are enough investment opportunities from interest rates in Japan, currency to commodities.