Friday, July 21, 2017

Benjamin Franklin: Liberty and Securuty

I don't know if you remember but Benjamin Franklin said during the American Revolution that people who give up liberty for more security usually wind up with less liberty and less security. It happens with us as well.

Investing: Some of the Things I'm Doing

Some of the things I'm doing:


  • I'm investing in agriculture 
  • I've got some precious metals I'm not buying them now because I expect more problems in precious metals first 
  • I own a lot of US dollars because people when their problems they look for a safe haven and the US dollars still considered a safe haven by many people.

Tuesday, July 18, 2017

When Things Go Wrong People Reverse To Gold And Silver

Through out history people reversed to gold and silver when things go wrong and they will again. (SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV))

People Should Have Some Money Outside Their Own Country

Everybody should have some money out of their own country as an insurance policy if nothing else, and also own some precious metals as an insurance policy too. (SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV))

Exchange Controls In The US

We may even have exchange controls in the United States the next time the US Dollar starts going down dramatically. I am sure they will impose exchange controls in the US.

Monday, July 17, 2017

Higher Interest Rates Will Cause A Market Collapse

The central banks have already told us that interest rates are going to go higher. America has already raised interest rates a few times. So far there has been no collpase in the markets but that is because interest rates are not high enough to hurt people, yet. Interest rates are going from zero or from negative in some cases to up a little bit but not enough to hurt yet but when they get higher it is going to hurt. Then everybody is going to suffer.

Wednesday, July 12, 2017

Trump Will Not Start A War With North Korea

I cannot imagine Mr. Trump is going to start a war with North Korea but who knows. He bombed Syria for no reason, he bombed Afghanistan for no reason so who knows what he might do if he gets angry one morning and if he does it, it's going to be very very bad for all of us. (iShares MSCI South Korea Index Fund ETF (EWY), iShares MSCI Emerging Markets Index ETF (EEM))

Wednesday, July 5, 2017

GST Is Good For India

I want to emphasize that in the short term GST is going to cost a lot of money and a lot of time for a lot of people because it's such a huge change but in the long term it's one of the best things that's happened in India in a long, long time. I'm delighted, I'm surprised but it's good for India and therefore good for the world. (iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI))

Air India Should Be Privatized

Well, not much has been done except GST which is a huge thing. I hope that they will privatize Air India I'm not sure why that's a big thing for Indians. It will be better for India, it would be better for Air India if they have to be efficient and competitive instead of being a protected industry and not offering very good service to Indians and foreigners.

Emerging Markets: GST Is Going To Change India Completely

GST is a miracle! l I am very surprised it went through and it's going to change India completely. It will make it in the long run, it will make it cheaper and more efficient for most businesses. I'm very very surprised! (iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI), Sensex)

Monday, July 3, 2017

Q: Would You Invest Right Now In Europe Or In The US?

I would rather invest in Russia if you consider that Europe, it is an European country. Russia is probably one the better places to invest now. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

Friday, June 30, 2017

Gold Will Skyrocket

Gold (SPDR Gold Trust ETF (GLD)) is going to go up big time before this is over. We’re going to have turmoil in the financial markets in the next few years and gold (SPDR Gold Trust ETF (GLD)) will skyrocket. I am not buying gold now because I expect it go down first.

The Sanctions Against Russia Have Helped Russia

In many ways the sanctions against Russia have helped Russia. It has created an agricultural boom, as agriculture is a very strong growth industry right now. It also pushed the Russians together with the Asians and when you go through Moscow or St. Petersburg airport now the Asians are everywhere, (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Russia: A Hated Market

Russia was hated 3 years ago. Nobody was putting any money there. Well, I was, but most investors weren’t. It’s got to get better and it is getting better, because Russia is getting better. (Market Vector Russia ETF Trust (RSX))

Monday, June 26, 2017

The US Dollar Will Get Overpriced

People will be scared and the US Dollar will get overpriced and may even turn into a bubble before it's over but then when everybody starts saying, "wait a minute this is crazy", when they start looking at the real fundamental situation then they are going to dump their US dollars and we're going to have a gigantic gigantic crisis.

Wednesday, June 21, 2017

Why Russian Bonds Are So Attractive

The yields on the Russian government bonds are very high. An investor can get 10 percent in Ruble bonds and in my view the Russian Ruble has stabilized, so it’s a lot better than getting 2 percent in American government bonds.

Russian Agriculture Is Very Prosperous

Russian agriculture is prosperous because nobody can sell to them (due to the sanctions) and they can’t buy any agriculture products from us, so their agriculture is booming. (Market Vector Russia ETF Trust (RSX))

Tuesday, June 20, 2017

Some US Stocks Are Turning Into a Bubble

Some stocks in the United States are turning into a bubble. The bubble is going to come and then it's going to collapse. You should be very worried. (SPDR S&P 500 ETF Trust (SPY), Russell 2000 Index ETF (IWM), iShares NASDAQ Biotechnology Index ETF (IBB), Nasdaq 100 Futures, Technology Select Sector SPDR ETF (XLK))

Monday, June 19, 2017

The Federal Reserve Will Not Save The Market

What's going to happen is they're going to raise interest rates some more then when things start going really bad people will call them and say, "You must save us, the Western civilization is going to collapse" and the Federal Reserve who's made up of bureaucrats and politicians will do something, so they will try but it won't work, it would cause some rallies but it won't work this time.

Friday, June 16, 2017

US Economy: No Signs Of A Recession Yet

I don't see one at the moment but the problem is they always come when you're not expecting them. I would suspect during this year or next it's going to start somewhere that we're not watching. Whether it's Illinois, a pension plan or Madagascar who knows. It's going to start somewhere and then we'll know. But if you look out the window now, everything's great and that's a dangerous sign. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), iShares MSCI Emerging Markets Index ETF (EEM))

I Bought Russian Stocks Last Week

I bought some Russian stocks last week and Russian bonds a week before. Agriculture is extremely depressed...these are places that I'm looking at. (PowerShares DB Agriculture Fund (DBA), Market Vector Russia ETF Trust (RSX))

Investing In Russia, China and Japan

I'm investing in Russia and China and Japan. These are markets that are down 50 percent from their all-time highs, while the US markets are trading at all-time highs right now. (Market Vector Russia ETF Trust (RSX), iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Japan ETF(EWJ), Nikkei 225 Index)

Wednesday, June 14, 2017

The Worst Market Crash In My Lifetime

In 2008 we had a problem because of debt, the debt in 2008 was nothing compared to what's happening now. In 2008 the Chinese had a lot of money saved for a rainy day. It started raining and they started spending the money.

Now even the Chinese have debt and the debt is so much higher. The Federal Reserve's balance sheet is up over five times since 2008. It will be the worst thing in my lifetime. (iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Monday, June 12, 2017

What's Going To Trigger The Next Market Collapse

It could be an American pension plan that goes broke and many of them are broke as you know, it could be some country we're not watching, it could be all sorts of things. It could be war, unlikely to be war but it's going to be something. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM))

Stock Market: Crash Later This Year Or Next

What's going to happen is this going to continue, some stocks in America are turning into a bubble the bubble is going to come and it's going to collapse and you should be very worried. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Facebook (FB), Apple (AAPL), Amazon (AMZN), Tesla Motors (TSLA))

Thursday, June 8, 2017

A Bubble Is Forming In Amazon (AMZN)

Stocks in the US are overpriced a bubble is forming in Amazon (AMZN) and things like that but it was not a bubble yet no, no. You've seen bubbles, I've seen bubbles, I know one is forming but I don't see a bubble yet. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures)

Markets: Buying Japanese Stocks

I'm looking at markets in Japan, Russia and China. These markets are all depressed compared to history. I have been buying Japan for a while. (Nikkei 225 Index, Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Video: Investing In Russia, Japan

How I Am Invested In Russia

I have individual shares I have Russian government bonds have yields very, very high you can get 10 percent in rubles and I in my view the ruble has stabilized so it's a lot better than 2 percent in America. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

Tuesday, June 6, 2017

Eventually The Junk Bond Market Is Going To Collapse

I know that the junk bond market is going to totally disintegrate someday but I'm hopeless in market timing. I know it's going to fall apart someday but in the meantime because my market timing is so hopeless I'm losing money but eventually the junk bond market is going to collapse. (SPDR Barclays Capital High Yield Bond ETF (JNK), iShares iBoxx $ High Yield Corp Bond (ETF) (HYG))

Monday, June 5, 2017

The Most Dangerous Words In The Investment World

You see throughout history all bubbles look the same, all market tops look the same, all credit tops look the same. You have to get the timing right of course, but when you see everybody buying X you have to start saying well, wait a minute, I've seen this before when you see everybody saying it's different this time but it's never different this time.

The most dangerous words in the investment world are it is different this time. It ain't ever different this time, you know. I'm not the first person to figure that out when you see on the radio or the TV or the internet that everybody is doing something I hope that a little bell goes off in your head and says well, maybe it is better to start thinking about going the other way.

Are Great Traders Born?

I don't think you go to school to learn to be a great trader, either you have it or you don't.

Friday, June 2, 2017

India: Large Debts Means Not Being Able To Grow Rapidly

India has a lot of debt, the Indian government doesn't like to talk about them but the debt the GDP ratio is very very high in India and it's getting higher and higher and higher that usually means you cannot grow at a rapid rate. (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))

Thursday, June 1, 2017

The US Dollar Is Going To Get Overpriced

The US dollar is going to get overpriced and it might even turn into a bubble as the turmoil gets worse and worse. At that point I hope I'm smart enough to sell my US Dollars and buy something else.

Wednesday, May 31, 2017

How To Look For Potential Investments

You look out the window, you look at the market, you read the newspapers, you listen to the investor's podcast, whatever. Wherever you see that people are down on something and it's depressed and there may be an investment opportunity there.

Agricultural America is pretty depressed right now as you probably know and maybe it is an area where there's a opportunity but just because something's depressed that doesn't mean you should be investing there because it can stay depressed for a long, long time. You have to find a change that's taking place and change doesn't happen every day. But if you can find something cheap and if you can find a positive change, maybe you should do more homework and find a potential investment.

Tuesday, May 30, 2017

Gold Is Not A Currency, Just A Commodity Like Any Other

There is no simple answer in the investment world. It's a combination of everything and that's the case with gold and everything else. Gold has been around for thousands of years, gold has had many periods when it's been in a bull market and many periods when it's been in a bear market. It's just another investment. I know that many people think it is a currency but gold is just another investment like everything else, just another commodity like everything else. Go back in history and you will see that gold is just another investment like everything else whether we like it or not. (SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX))

When I'll Want To Invest In Gold

When they say I never want to invest in gold (SPDR Gold Trust ETF (GLD)) again as long as I live that's when I want to invest in gold that's true of many things you know when everybody gives up and throws it out the window that's usually a good time to buy anything including gold and so far as there were too many people who loved gold. 

Monday, May 29, 2017

Gold Has Not Had Enough Of A Correction

You know gold has not had enough of a correction yet for me and there's still too many gold bugs out there and when they give up I hope I'm smart enough to buy gold. (SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX))

Tuesday, May 23, 2017

Agritrade Resources Is Intriguing

Agritrade Resources is intriguing to me since it is in coal business which most people don’t like and it is in Indonesia, which some people don’t like also. (Jim Rogers has taken an advisory role to the board of Agritrade)

Gold Has Not Had Enough Of A Correction Yet

If gold collapses to $950 an ounce I would rush in and buy a lot of gold. Price is the main determinant. Time also, if this was 2019, I would rush in and buy some gold. Gold has not had enough of a correction yet and there are still too many gold bulls. (SPDR Gold Trust ETF (GLD))

Monday, May 22, 2017

Markets: The Chinese Economy Will Slowdown

The Chinese economy will certainly slow because its customers are slowing. Some parts of the Chinese economy have a lot of debt and that is going to cause problems in China. (iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM))

Friday, May 19, 2017

Stock Market: The Impact of Higher Interest Rates

Higher interest rates are definitely coming from the market  and from the Federal Reserve and what that does to the stock market, we will see.

Traditionally, when the Federal Reserve raises interest rates three times you should become very worried and on the fourth you should not be worried, you should run for the hills.

Wednesday, May 17, 2017

These Commodities Are Bottoming

Agriculture, oil and base metals are in the process of making a bottom. We will all look back in a few years and say, "what a good opportunity that was." (PowerShares DB Agriculture Fund (DBA), Nymex Copper Futures, Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Tuesday, May 16, 2017

Gold Is Trying To Find A Bottom

Corrections and rallies are very common in all markets, does not matter what the market. What we are seeing is the process of gold trying to find its bottom. In my view it is not here yet. (SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX))

Wednesday, May 10, 2017

India: Not One Of My Favorite Stock Markets

India is not one of my favorite stock markets (one of the reasons being) it is at an all-time high. I do not like to buy stocks when markets are at an all-time high as I do not want to get on a moving train because when you do that you will get hurt. (iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI))

Markets: There Is Nothing Really Cheap In India

I do not really know about the valuations in the Indian stock market at the present time but I do not know of anything that is really cheap in India. (iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI), Sensex)

Tuesday, May 9, 2017

The Party In Stocks Will End Soon

The Indian stock market is not the only one going through the roof, look at European stocks and the US indexes. I think the party in stocks will end soon, but I am very, very bad at timing it. (SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI), Sensex)

Monday, May 8, 2017

The Future of Money: Bitcoin, Digital Currencies

Will it be Bitcoin? I don't know. But it's going to be electronic money and over the computer. One of the reasons is because politicians do want to get rid of cash. They don't like us all having cash because if it's cash they don't know what we're doing with it. Maybe your are going to see your girlfriend or maybe we're drinking whiskey or buying marijuana or something they want to know. 

They want to control it so if all our money is electronic the politicians can completely control us and so therefore their favor of getting rid of cash. So it's going to happen. I'm not in favor of it by the way, you know, I want to go have a drink with you, give it to my girlfriend or something else but they don't like that.

Markets: US Dollar, Gold, Silver & Chinese Currency

The US Dollar is going to go higher as the turmoil increases worldwide. As the US Dollar goes higher, gold and silver will probably continue under pressure. At some point the US Dollar will get overvalued may turn into a bubble. I will have to sell my US Dollars and I will put my money into gold and silver or maybe the renminbi the Chinese currency which by then should be convertible. (SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV))

Friday, May 5, 2017

You Should Be Buying Russia, Not China

At the moment you should buy Russia and not buy China. I still own China, I am still bullish but if you are looking for something to buy, Russia is still very cheap. Russia is one of the most hated markets in the world, it is very, very hated as you know. (Market Vector Russia ETF Trust (RSX), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Thursday, May 4, 2017

Finding Investment Opportunities in Vietnam

I am not buying any stocks in China at the moment but if I were not so lazy in my investing those days, I would probably be finding some opportunities to invest in Vietnam, which has a stock market. (Market Vectors Vietnam ETF.(NYSEARCA:VNM))

Tuesday, May 2, 2017

The Future Of Money Will Be Digital

We do have a gigantic money problem in the world, so I suspect that the solution as things get worse will be some sort of electronic or computer money. Now, will it be Bitcoin? I do not know. But it is going to be electronic money and another reason for that is that politicians want to get rid of cash.

Monday, May 1, 2017

Crypto Currencies

They are on my radar but I do not own any digital currencies, I never had, I never quite got it. The world does have currency problems, money problems, and these problems are going to get worse. Everything in the world is being changed by the computer and it will continue to be.

Saturday, April 29, 2017

Mining Stocks: Is There a Risk of Nationalization?

I do not think there is much risk of mine nationalization. There may be in some countries where there is internal political problems. I am just racing around the world in my brain trying to think where somebody may nationalize mines and I do not see that happening. I do not see that as a very serious risk. 

Friday, April 28, 2017

Russian Stocks Are Still Cheap

At the moment you should buy Russia and not buy China. I still own China, I am still bullish but if you are looking for something to buy, Russia is still very cheap. Russia is one of the most hated markets in the world, it is very, very hated as you know.

Why You Shouldn't Buy India Right Now

The Indian stock market is not cheap. I do not like to buy things that are going straight up, making all time highs. As I have seen many times in my life, when people jump on a moving train, you are probably going to get hurt. (iShares MSCI Emerging Markets Index ETF (EEM))

Wednesday, April 26, 2017

Indian Stock market: "I Should Have Been More Patient"

I should have been more patient. Mr. Modi told us he was going to get it done, I would have stayed around: "Jim Rogers is repenting he sold India early; but will stocks still deliver?"

Related: WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM)

India: I Should Have Stayed Around

Where I have made a mistake was that Mr. Modi campaigned that he would do all sorts of reforms, but for some time he did nothing. I was disappointed by his inaction and so I sold out my Indian shares. I should have been more patient. (WisdomTree India Earnings Fund ETF (EPI), BSE Sensex)

Monday, April 24, 2017

Not Jumping Into Markets Making All-Time Highs

I own markets like Japan (iShares MSCI Japan ETF(EWJ)), China (iShares FTSE/Xinhua China 25 Index ETF (FXI)) and Russia (Market Vector Russia ETF Trust (RSX)) that are not making all time highs and if the rally continues I hope I make a little money as well but I am not jumping into markets making all time highs. 

Indian Stock Market: Not Wise To Jump Into A Moving Train

The Indian stock market is not cheap. I do not like to buy things that are going straight up, making all time highs. As I have seen many times in my life, when people jump on a moving train, you are probably going to get hurt. (WisdomTree India Earnings Fund ETF (EPI), BSE Sensex)

Friday, April 21, 2017

The Next Economic Crisis

When the next crisis comes, it is going to be the worst in our lifetime and I am probably older than you are, it is going to be the worst crisis in my lifetime.

Thursday, April 20, 2017

Eventually Gold Will Move Much Higher

Eventually Gold will move much higher. Through out history when people lose confidence in the government or in the currency, they always go to gold and silver. (iShares Silver Trust ETF (SLV), SPDR Gold Trust ETF (GLD))

Wednesday, April 19, 2017

Trump Will Debase The U.S. Dollar

Mr. Trump has said that the U.S. Dollar is too high, he is going to destroy and debase the U.S. Dollar.

Stock Market, U.S. Economy & Trump

He promised that he was going to get American companies to get all the money that they have deposited off-shore with tax incentives but so far any of that has happened and that is one of the things that made the stock market go up. So far, none of that has happened and the economy continues to get worse. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Russell 2000 Index ETF (IWM)

Tuesday, April 18, 2017

The Economy Does Not Seem To Be Booming. Why Are Stock Doing So Well?

The U.S. stock market is hitting all-time highs, which is a bit peculiar given the state of the world and the state of the economy. The economy does not seem to be booming, it's all based on expectations. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), Technology Select Sector SPDR ETF (XLK), Health Care SPDR ETF (XLV), Energy Select Sector SPDR ETF (XLE))

All Bull Markets Need Corrections

All bull markets need corrections. Corrections are good.

Wednesday, April 12, 2017

Russia Is Still Very, Very Cheap

At the moment you should buy Russia and not buy China. I still own China, I am still bullish but if you are looking for something to buy, Russia is still very cheap. Russia is one of the most hated markets in the world, it is very, very hated as you know. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Tuesday, April 11, 2017

Trump: I'm a Little Bit Confused

I am a little bit confused. Maybe Mr. Trump is confused too. He has promised dozens of times that he would start a trade war with China, in this first day in office he would impose a 45% tariff, he would start a trade war with Mexico and Japan and none of that has happened, so I am not quite sure of what has happened to Mr. Trump. Maybe he is just a politician like the rest of them.

Monday, April 10, 2017

India: It Has Been A Disappointment

Mr. Modi has been a disappointment. I bought Indian shares when it looked like he was going to win but I sold them. He has not done anything. And that demonetization thing, I mean, that was just theft. (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))

Thursday, April 6, 2017

The U.S. Dollar Will Go Higher

I own a lot of U.S. Dollars because turmoil is coming and the Dollar will go higher, it will get overpriced and may even turn into a bubble.

A Safe Haven for Savers

In the end the savers safe haven is agriculture. Have a farm and learn how to be a farmer. (PowerShares DB Agriculture Fund (DBA))

Wednesday, April 5, 2017

Video: The Road to Wall Street


The Road to Wall Street: From the early days in Alabama to Wall Street.
  • how Jim Rogers took a 75 percent pay cut to start the fund with George Soros;
  • the remarkable performance (4200 percent in 10 years) alongside George Soros;
  • the decision to leave Wall Street and go driving around the world;

Tuesday, April 4, 2017

Mine Nationalization: Is It a Serious Risk?

I do not think there is much risk of mine nationalization. There may be in some countries where there is internal political problems. I am just racing around the world in my brain trying to think where somebody may nationalize mines and I do not see that happening. I do not see that as a very serious risk. (Market Vectors Gold Miners ETF (GDX), Newmont Mining (NEM), Goldcorp (GG), Freeport-McMoRan Inc (NYSE:FCX), Novagold (NG), Barrick Gold (ABX))

Monday, April 3, 2017

Favorite Emerging Market

As soon as oil stops going down, I hope that I am smart enough to buy a lot of Rubles. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Friday, March 31, 2017

If This Scenario Unfolds, The British Pound Can Crash To $0.80

If Scotland leaves the United Kingdom, the British Pound can go to $0.80. The Scots have a lot of Oil and if they leave they are going to take the oil with them. (Nymex Crude Oil futures, United States Oil Fund LP ETF (USO), British Pound Futures)

Thursday, March 30, 2017

The Federal Reserve Has No Clue

The Federal Reserve has no clue on what they are doing. They will ruin us all. Why? Because they have driven interest rates to levels which have never seen before and the rest of the world followed. This is all going to end very, very, very badly!

How To Invest: Buying Hated Markets

You are supposed to buy hated markets, you buy what is hated, you do not buy the popular stuff, you buy the depressed stuff.

Wednesday, March 29, 2017

Russia: When I Will Buy Again

I am not buying Russia at the moment but as soon as Crude Oil prices stop going down, I hope I am smart enough to buy a lot of Russian Rubles, a lot of Russian government bonds and maybe a lot of Russian equities. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Tuesday, March 28, 2017

Precious Metals: If I Had To Buy One, It Would Be Silver

At the moment, Silver (iShares Silver Trust ETF (SLV)) is cheaper than Gold (SPDR Gold Trust ETF (GLD), I mean, historically Silver is down 70-75% from its all-time high, Gold is not down so much. At the moment if I was buying one, I would buy Silver but I am not buying either.

Monday, March 27, 2017

Forex Market: I'm Skeptical About The Japanese Yen (JPY)

I am skeptical about the Japanese Yen. It will be stronger than the Euro, or less weak, but I would not buy the Japanese Yen.

The U.S. Dollar Is Going To Continue Go Higher

The U.S. Dollar is going to go higher and may even turn into a bubble before this is over if things get as bad as I think they will.

Thursday, March 23, 2017

Currencies: The Euro Will Continue To Go Lower

The Euro will continue to go lower, I`m afraid. Of course, there will be rallies along the way, nothing goes straight up and nothing goes straight down. Basically, I would not own the Euro.

Wednesday, March 22, 2017

Currencies: Bearish on The Japanese Yen

I am skeptical about the Japanese Yen. Some people consider the Yen as a safe haven when compared to the U.S. Dollar. It will be stronger then the Euro Currency (EUR) or less weak than the Euro, I should say, but I would not buy the Yen either. There is some money that goes to the Yen on the mistaken view that it is a safe haven too, but the Japanese have gigantic debts as well, their internal debts are higher than in the U.S. and it is not a place to put money.

Monday, March 20, 2017

Interest Rates Are Going To Go Higher All Over The World

There is no question that interest rates are going to go higher all over the world. We have a very artificial situation with interest rates at zero, negative interest rates in some places. That is not normal and it will not last!

Friday, March 17, 2017

Investing: Chinese Tourism

Chinese tourism is going to be one of the great industries of the 21st century.

Thursday, March 16, 2017

Investing: Think About Farming and Agriculture

Agriculture has been a disaster worldwide for 30 years, that`s the reason I am optimistic now. Agriculture is down 31 percent in the last 19 years.


Agriculture has been a disaster, I urge you to think about farming and agriculture. (John Deere (DE), Kubota Corp (ADR)(OTCMKTS:KUBTY), Mosaic Co (NYSE:MOS), Potash Corporation of Saskatchewan (USA) (NYSE:POT), Agrium Inc. (USA) (NYSE:AGU), PowerShares DB Agriculture Fund (DBA))

Wednesday, March 15, 2017

Parts of the U.S. Real Estate Market Are in a Bubble

Some parts of the U.S. real estate market are now in a bubble but some parts of the American property market are very attractive and there are great opportunities. (iShares Dow Jones US Real Estate ETF (IYR))

Monday, March 13, 2017

Nobody Has Ever Won a Trade War

If there is a trade war I assure you we should all be very, very worried. Trade wars through out history have never worked, nobody has ever won a trade war. (iShares FTSE/Xinhua China 25 Index ETF (FXI), SPDR S&P 500 ETF Trust (SPY))

Tuesday, March 7, 2017

Investing: Where I Will Put More Money

One of the places where I will probably put more money is the Renminbi and/ or China. The Renminbi will probably be convertible by then (when the U.S. Dollar gets overvalued and turns into a bubble) which will make it much more attractive to international investors.

Friday, March 3, 2017

One Strong Reason To Be Bearish On Bitcoin

Unfortunately I am afraid that the use of Bitcoin or any other digital currency will not be very successful because in the end governments are going to decide which electronic money you use. 

Thursday, March 2, 2017

Trump: Trade Wars or a Fantastic Time?

If we do not have trade problems and we do the good things (tax cuts, infrastructure spending and deregulation) that he wants to do, it could be fabulous! (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Wednesday, March 1, 2017

U.S. Dollar: It May Get Overpriced

My largest currency holding is the U.S. Dollar because I expect turmoil in world financial markets. When there is turmoil, investors will be looking for a safe haven. What will happen is that the U.S. Dollar will first get overpriced and if it keeps going, the U.S Dollar may even turn into a speculative bubble.

Monday, February 27, 2017

The World Has a Money Problem and Gold Will Benefit

I own gold but I have not bought any gold for a long time. But I own gold and I am waiting for opportunities to buy more. It it goes down I hope I am smart enough to buy a lot more. Before this is over, gold is going to go up a whole lot and gold may even turn into a bubble. The world has a huge problem with money. (SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX))

Friday, February 24, 2017

Bitcoin: The Solution For The World's Currency Problems?

The world has a huge problem with currencies and money and the world is looking for solutions. Computers are changing everything we know. I suspect the money problems, the currency problems will be resolved, changed or solved by the computers. Whether it will be Bitcoin or not, I do not know.

Tuesday, February 21, 2017

The Worst Economic Problems Of Our Lifetime Are Coming

We are going to have the worst economic problems we've had in your lifetime and my lifetime and when that happens a lot of companies are going to disappear. In 200 2008, Bear Stearns disappeared. Bear Stearns had been around for over 90 years. Lehman Brothers disappeared, Lehman had been around for over 150 years. A long, long time.

Monday, February 20, 2017

Interest Rates Are Going Much Higher

When interest rates start going up again permanently, when the bull market does come to an end in government bonds, interest rates are going to go very, very high.

In 1981, short-term in America were over 20 percent. Long-term bonds were yielding over 15 percent.

When interest rates go higher the junk bonds are going to get destroyed both by interest rates and by credit defaults. (SPDR Barclays Capital High Yield Bond ETF (JNK))

Friday, February 17, 2017

Is the Stock Market Right About Trump?

Well, yes and no. Mr. Trump has said he is going to do some wonderful things, like cutting taxes which is always great for any society, any country. He said he is going to rebuild the infrastructure which America desperately needs and it's good for America.

He said he is going to bring home the 3 trillion dollars which American companies have overseas. All of the things are wonderful things. If he can do it, it's going to be great!

But, Mr. Trump has also said he is going to have trade wars with China, Mexico, Japan, Korea and a few other countries that he has named. He said that on his first day in Office he would impose 45 percent tariffs against China. He has been there for a few weeks and he has not done it yet, but he still has it in his head, I am sure. Maybe he is just another politician like all the rest of them that says one thing but does not mean it at all. He has at least three people at high levels on his team that are very, very keen to have trade wars with China and if he does that, it's all over! 

History is very clear. Trade wars always lead to problems, into disaster and even to real wars. If he is not going to have trade wars with various countries, then chances are that for a while happy days are here. (SPDR S&P 500 ETF Trust (SPY), Russell 2000 Index ETF (IWM), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures)

Thursday, February 16, 2017

Junk Bonds: They Will Get Destroyed When Interest Rates Go Higher

I am not shorting U.S. Government Bonds but I am still short U.S. junk bonds still. We are certainly in the process of making a top, but when the top comes, I do not know. 

 When interest rates go higher permanently, the junk bonds are going to get destroyed by interest rates and by credit defaults because many of them are junk! (SPDR Barclays Capital High Yield Bond ETF (JNK), iShares iBoxx $ High Yid Corp Bond (ETF)(HYG))

Wednesday, February 15, 2017

The U.S. Dollar Will Just Go Higher And Higher

I have been around long enough to know that everything is possible, no matter how weird it may sound. In fact, the weirdest it sounds probably the more likely it is going to happen. I doubt that there will be a Plaza accord this time around. It is more likely that the U.S. Dollar will just go higher and higher on its own. It will get too high, it will cause serious credit problems for a lot of people that has borrowed a lot of U.S. Dollars and it will make a lot of American companies less competitive.

Tuesday, February 14, 2017

The Fundamentals Are Getting Worse Everywhere

The fundamentals are getting worse everywhere except in Russia. (SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Monday, February 13, 2017

The U.S. Dollar Is Having A Correction

The U.S. Dollar is having a correction now. All bull markets need corrections, corrections are good. I have not sold any U.S. Dollars. There is going to be turmoil somewhere along the line, we are already seeing it in some places. The Euro currency is going to have a lot of turmoil year. The U.S. Dollar is going to be a "safe haven". It is not a safe haven but is it perceived as a safe haven.

Friday, February 10, 2017

Emerging Markets: I'm Very Optimistic About Russia

I'm optimistic about Russia and Mr. Trump seems to like Russia a lot. Buy Russian government bonds! (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

Thursday, February 9, 2017

China: A Trade War Will Be Disastrous (iShares FTSE/Xinhua China 25 Index ETF (FXI))

I am just watching. I haven`t figured out what Donald Trump is going to do. He keeps saying that he is going to hit them very hard. Trade wars have always been disastrous for everybody. Nobody has ever won a trade war. Trade wars have always led to bankruptcies. So, Mr. Trump does not seem to care about all of that, he thinks he is smarter than history. 

I'm Very, Very Bullish on the U.S. Dollar

I am very, very bullish on the U.S. Dollar for a variety of reasons. The U.S. Dollar is probably one of the best opportunities around right now because there will be a lot of turmoil, people will look for a safe haven. The world thinks the U.S. Dollar is a safe haven. It's not.

Wednesday, February 8, 2017

Stocks: The 3rd Rate Rise Starts To Cause Problems

Traditionally when the Federal Reserve raises rates three times you should be very, very worried. And on the fourth you should not only be worried but just run for the hills. So, if history is any guide, when the Federal Reserve raises interest rates some more there will be problems in the equity markets. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), Nasdaq 100 Futures, Russell 2000 Index ETF (IWM))

Tuesday, February 7, 2017

How Higher Rates Will Impact the Stock Market

Higher interest rates are certainly coming from the market and from the Federal Reserve. What that does to the stock market (SPDR S&P 500 ETF Trust (SPY)) we shall see. Traditionally when the Federal Reserve raises interest rates three times you should be very, very worried.

Monday, February 6, 2017

Commodities: A Big Opportunity

Commodities are bottoming, especially agriculture. Base metals are in the process of making a bottom. In a few years, we are going to look back and say, "What an opportunity that was!" (PowerShares DB Agriculture Fund (DBA), Nymex Copper Futures, Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Friday, February 3, 2017

Crude Oil: Expecting a 40-60 Dollars a Barrel Range

My view is that Oil is making a complicated bottom. I do not think we have seen the low for this year yet. I am not even sure what the low will be. A range of 30 to 60 dollars a barrel, or 40 to 60, something like that. (Nymex Crude Oil futures, United States Oil Fund LP ETF (USO))

Gold: In the Process of Finding a Bottom (SPDR Gold Trust ETF (GLD))

Corrections and rallies are very common in all markets, does no matter what the market. What we are seeing is the process of gold (SPDR Gold Trust ETF (GLD)) trying to find its bottom and in my view it is not here yet.

Wednesday, February 1, 2017

India: I Don't Like The Populist Budget

I do not like the fact that the Indian budget deficit is going to continue. India will continue to get deeper and deeper into debt. That is populism, Mr. Modi wants to keep everybody happy! (WisdomTree India Earnings Fund ETF (EPI), iShares MSCI Emerging Markets Index ETF (EEM))

Tuesday, January 31, 2017

I Don’t Invest in Momentum Stocks

I don’t really understand high-priced stocks and so I just stay away from momentum stocks.   My investment style is just to find stocks or markets that are depressed and cheap, where there is both value and also some an element of change taking place. In the stock market I like to buy low and sell high.  (Netflix (NFLX), Facebook (FB), Tesla Motors (TSLA))

Monday, January 30, 2017

Markets: Recession, Interest Rates and Inflation

The problems are getting worse. Japan is already in recession (iShares MSCI Japan ETF(EWJ)). Parts of Europe, parts of America are in recession. 

The world has many problems facing it. Interest rates are going back up and a rise in interest rates will hurt a lot of people, it will help some but it will hurt most people. You have inflation rising again. I am not very optimistic about the next 2 or 3 years. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), Nasdaq 100 Futures)

Wednesday, January 25, 2017

If Trump Starts A Trade War, Sell Everything!

President Trump very much wants a trade war with Mexico, China, Korea, Japan... And if that really happens, you sell everything, every asset in your portfolio. (SPDR Dow Jones Industrial Average ETF (DIA), SPDR S&P 500 ETF Trust (SPY), iShares MSCI Emerging Markets Index ETF (EEM))

Monday, January 23, 2017

Commodities: Crude Oil

Crude oil is in the process of making a complicated bottom. We will look back some day and we will say, "In 2015, 2016 or 2017 energy made its bottom and then prices moved higher." (Energy Select Sector SPDR ETF (XLE), United States Oil Fund LP ETF (USO), Nymex Crude Oil futures)

I'm Very Worried About the Global Economy

I am very worried about the global economy in the next few months. First of all it has been 8 years since we had an economic recession in America. Historically we had them every four to seven years. There are many problems in the world economy. Donald Trump has promised a tare war with Mexico, China, Korea, Japan... If he does that, my God, we are going to have serious problems! (iShares MSCI Japan ETF(EWJ), iShares MSCI South Korea Index Fund ETF (EWY), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Friday, January 20, 2017

Investing: Read From Various Sources

Be skeptical. Be skeptical of everything you hear and read. Try to get as many sources of information as you can. Get your information from various countries, various news sources. Then put it all into your brain and you can get it right.

Listening to one source of information, especially in 2017 is a dangerous thing to do!

Thursday, January 19, 2017

The Traits of a Great Investor

You have to be skeptical, you have to be curious, you have to be willing to go against the accepted wisdom. You have to think independently and that is very hard to do. Be skeptical of everything you hear or read.

You do not do the opposite of what other investors are doing just to do the opposite. there must be a reason. Figure out what is really happening and you can be very successful in the markets.

I Love Investing In Markets That Are Hated (Market Vector Russia ETF Trust (RSX))

It could be a spectacular investment destination if the Russians have the right attitude. For what I can see, the attitude has changed in the Kremlin.

Plus, it is a hated market. I love markets that are hated. If something is changing and the market is hated... I love to invest in hated market. Russia has been a hated market, that is now beginning to change and it started going up a lot but it is still not a popular market. (Market Vector Russia ETF Trust (RSX))

Wednesday, January 18, 2017

Russia: A Fantastic Investment Destination

Something has happened in the Kremlin, the attitude has changed. they used to just shoot you or put you in jail or take your money if they did not like you. That has changed, I am not quite sure why.

They also have vast resources in Russia. It is not a big debtor nation like Spain or America, it has a balance of trade surplus in most years, so it could be a fantastic investment destination if they have the right attitude. (iShares MSCI Emerging Markets Index ETF (EEM), Market Vector Russia ETF Trust (RSX))

Tuesday, January 17, 2017

Currencies: I Don't Expect the Euro Currency to Survive

I do not expect the Euro currency to survive as it is now. I doubt that the European Union will survive as it is now. It is unfortunate, the world needs something to compete with the U.S. Dollar.

Monday, January 16, 2017

Markets: Time To Be Long Commodities

I still own commodities, I will probably be buying more commodities. I am not buying gold, otherwise most commodities are making bottoms during this consolidation. And its probably a time to be long commodities and the U.S. Dollar. (United States Oil Fund (USO), ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (NYSE:RJA), PowerShares DB Agriculture Fund (NYSE:DBA))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several books and also a financial commentator worldwide.

Thursday, January 12, 2017

If Trump Imposes Chinese Tariffs, Sell Everything

If Donald Trump imposes a huge tariff on Chinese imports, you better sell everything you have in your portfolio, because it will cause serious problems. Trade wars cause you have economic turmoil, economic downturns and recessions and many times even bankruptcy. (FTSE/Xinhua China 25 Index ETF (FXI), SPDR S&P 500 ETF Trust (SPY))

Wednesday, January 11, 2017

Investing In Russia

I was already bullish and invested in the Russian stock market before Donald Trump was elected. I had been investing there over the last few years. Donald Trump is going to be friendlier with Russia and that is obviously an enormous change and it is likely that you are going to see all major countries removing sanctions. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM), Russian Ruble)

Tuesday, January 10, 2017

U.S. Stocks: Many Stocks Are Now Very Expensive

Donald Trump’s election has caused an impressive U.S. stock market rally but many companies, many stocks are now very expensive. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Monday, January 9, 2017

This is Going to End Disastrously

As you all know we had a problem in 2008 because of too much debt. Now the debt is much, much, much higher everywhere in the world. A lot of people have discussed austerity but nobody has lower debt this year than last year, much less than in 2008 and the debts are going higher every ay, every week, every month. So this is going to end disastrously.

Tuesday, January 3, 2017

Currency Market: U.S. Dollar Strength Will Continue

This is going to go on for a while. The U.S. Dollar will get overpriced and may even turn into a bubble before the rally is over. (EUR USD forex cross, USDJPY forex cross, SPDR Gold Trust ETF (GLD))

Monday, January 2, 2017

Stock Market: Where To Focus Next

Right now the main factor is Mr. Trump and his talk about a lot of good news, which we all want to hear. But again, now we are going to start focusing on interest rates and what is happening on the real economy. (SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA), iShares Barclays 20+ Yr Treas.Bond ETF (TLT))

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