Emerging Markets Will Suffer

Not all emerging markets are the same but most will be affected by the rise of interest rates in the United States. But it will only be a temporary worry because history shows it is only the third or forth increase in interest rates that one really has to worry.

The first rate increase hurts, the second rate increase hurts but the markets usually recovers. I would suspect emerging markets including India will be affected when they raise interest rates in December but there will be a recovery. After that be very worried about 2017 and 2018. (iShares MSCI Emerging Markets Index ETF (EEM), WisdomTree India Earnings Fund ETF (EPI))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

The Fed Will Raise Rates After The Election

The Federal Reserve will be raising interest rates after the election. That will have an effect on world markets , but a temporary effect. It is after the third time the Fed raises interest rates that we should start to worry, that we should be very, very, very worried not just in America but everywhere. (iShares MSCI Emerging Markets Index ETF (EEM), SPDR S&P 500 ETF Trust (SPY), SPDR Dow Jones Industrial Average ETF (DIA))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

The U.S. Stock Market May Turn Into A Bubble

I own very few shares anywhere, none in the U.S. in fact I am short in the U.S. although I am reassessing that now because it occurs to me that all the money is going to flee into the U.S. Dollar now, so that may mean that the U.S. stock market can turn into a huge bubble as it did in the 1920`s. (Facebook (FB), Apple (AAPL), Netflix (NFLX), Tesla Motors (TSLA), SPDR S&P 500 ETF Trust (SPY))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Markets: Russia Is Cheap

My parents taught me to buy low. Russia is low. Russia is hated, it is probably the most hated stock market in the world right now. It is hated, it is cheap! When I see something that its hated and its cheap, I think about buying. (Market Vector Russia ETF Trust (RSX), iShares MSCI Emerging Markets Index ETF (EEM))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Alternative Energy Is Not Competitive

There is alternative energy but it is not very competitive if crude oil is at 50 dollars a barrel. Most alternative energy has to be subsidized by some government wether it is sun power, wind power, they are not great yet.

At 300 dollars a barrel for crude oil they will be very competitive but at the moment we have 50 dollar a barrel oil. (PowerShares WilderHill Clean Energy ETF (PBW), United States Oil Fund LP ETF (USO), Nymex Crude Oil futures)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Crude Oil Prices Will Be Much Higher In 2 or 3 Years

Oil prices hit bottom a few months ago and now they are going up again because low prices bring high prices. Producers cut production, others go bankrupt and people consume more so prices go back up. Prices will be much higher in 2 or 3 years. (United States Oil Fund LP ETF (USO), Energy Select Sector SPDR ETF (XLE), Nymex Crude Oil futures, Exxon Mobil (XOM), Marathon Oil (MRO))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Emerging Markets: Some Are Great, Some Are A Disaster

There is no such thing as emerging economies. There are some great ones, some mediocre ones and some disaster ones, so do not put them all together.

I am optimistic about things like Kazakhstan now, Nigeria, I am looking at Iran and I am wildly bullish on North Korea. I am bullish on China but I am not buying China. China is going to be  the next great country in the world. ( iShares MSCI Emerging Markets Index ETF (EEM), iShares FTSE/Xinhua China 25 Index ETF (FXI))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

China: I Am Bullish About These Sectors

Some Chinese companies that deal with the West are going to go bankrupt if they have debt, there is no question about that. Some parts of the Chinese economy, if you are in pollution clean up, you do not even care if America disappears as you are so busy making money.

If you are in healthcare in China, China needs enormous healthcare and Beijing knows that.

Agriculture, I am extremely optimistic about agriculture in China.

Related exchange traded funds: iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Emerging Markets Index ETF (EEM)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

China: The Companies That Deal With The West Are Going To Have Problems.

The whole world is having problems and its going to get a lot worse. That is going to affect China too. Japan is in recession, parts of Europe, parts of America are in recession. The companies that deal with the West are going to have problems.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Markets: Opportunity And Crisis Are The Same Thing

Opportunity and crisis are the same thing. When you see problems in China, take advantage of the opportunity. (iShares FTSE/Xinhua China 25 Index ETF (FXI))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

World Economy: Something Is Wrong

If central banks were not printing all this money everything would be trading down now and we would all know that something is wrong!

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Markets: A Recession Is About To Hit

Corporate earnings are down in the United States for the last 3 quarters. The recession, it is starting, it is in place.

Most stock markets around the world are down, most stocks in the United States are down.

If central banks were not printing so much money, everything would be down.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

The U.S. Stock Market Is Tricking Everybody

In the past 9 months earnings are down in the United States, most stocks are down in the United States. But if you look at the averages (the stock indexes) they are still going up because all the central banks are running their printing presses as fast as they can.

So the world is getting worse but the markets look like they are OK. Most stock markets are down but the U.S. market is the one that is tricking everybody. (SPDR S&P 500 ETF Trust (SPY), Dow Jones Industrials, Nasdaq 100 Index)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.