One of my favorite investors Wilbur Ross, was on CNBC this morning. He discussed the dangers of long term bonds, the long term outlook for natural gas, and he talks about the banking sector as well. Ross has a fairly large position in the natural gas company Exco Resources (XCO) which he is down on currently, but might be an interesting long term play on rising gas prices.
http://video.cnbc.com/gallery/?video=3000079755
INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.