Jon Markman

SuperModels

Jon Markman

Go east (and south), young man

As the United States loses ground to the emerging markets of China, India and Brazil, the opportunities that beckon will spur more Americans to seek their fortunes there.

Hey, 20-year-olds -- listen up! I realize the job market bites right now, you're worried about having enough money for holiday presents, Facebook has gotten tedious and there's nothing good to watch on TV except "Family Guy." It stinks to be you.

But it's not always going to be this way, and while all of your competitors around the country are cursing their luck for being ejected from college dorms into the worst economy since the Carter era, this is a good time to plot your future and prepare for a world of change as you peer way down the road at the prime of your working life in your 50s.

My guess is that the most significant event facing you over that time will be the long-awaited ascendance of China, India and Brazil to the top of the global industrial pyramid. And if you are not prepared for this, you will end up as road kill on the highway of history.

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Markman's Picks Performance
Index3-month6-month1-yearFrom
Inception*
Avg. Annual
Return*
Portfolio4.05%6.44%17.89%455.23%22.89%
Nasdaq3.37%19.09%18.84%14.70%3.09%
S&P4.93%18.72%6.96%-14.45%-0.59%
Dow5.90%18.91%4.16%-1.80%0.27%

Portfolio results are for a group of the 10 top-rated StockScouter stocks rotated at the first of every month. Chart current through Oct. 31, 2009. Find the latest portfolio report here. *Jon Markman launched this portfolio on Aug. 1, 2001. Average annual return is the annual average compound rate of return for the portfolio calculated from inception.

Jon Markman

Contributing editor and formerly managing editor of MSN Money, Markman is editor of the independent investment newsletter The Daily Advantage.

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