Tuesday, November 20, 2018

Video: Markets, Gold & Commodities



Jim Rogers talks with Remy Blaire at the Nasdaq Marketsite about the markets (November 20, 2018)

Other interesting articles:

Ray Dalio: Current Market Cycle, Trade War
Smart Money Is Buying Precious Metals

Friday, November 16, 2018

Weekend's Reading

Here's a selection of some interesting reading for the weekend:

My Thoughts on Artiļ¬cial Intelligence (AI) (Ray Dalio)
What Work Is (Ray Dalio)
Investing and Baseball: A Great Analogy (Warren Buffett)
Nassim Taleb: Skin In The Game 
In The Short Run Gold & Silver Are Going Way Up

One More Rally Before The Big Bear Market



Jim Rogers giving more than investment advice at the 100 Women in Finance lunch today in Singapore.

Hot tip: teach your kids Mandarin.

His general view is that there is one more rally before the big bear market.

(100WF is a global network of professionals in the finance & alternative investment industries working together to empower women at every stage of their careers)

Monday, November 12, 2018

Nasim Taleb: Skin In The Game



Nassim Taleb gave a fantastic presentation about his latest book, "Skin in a Game" at Google Talks on November 2018.

Friday, November 9, 2018

Charlie Munger Reveals The Secrets To Getting Rich



If you aren't willing to react with equanimity to a market price decline of 50% 2 or 3 times a century you are not fit to be a common shareholder and you deserve the mediocre result you are going to get.

Do you have the temperament to be philosophical about market fluctuations?

Thursday, November 8, 2018

Socialism For The Rich

"If you bail out every investment bank that gets in trouble, that’s not capitalism, that’s socialism for the rich."
- Jim Rogers

Wednesday, November 7, 2018

Younger Investors Tend To Do Great In Bull Markets

When things are going right,  in a great bull market, especially in a bubble there is nothing better than a 26 year old investor. They are fearless and they will tell you why it will never end. But, when they end you do not want that 26 year old around.

Tuesday, November 6, 2018

Howard Marks: Mastering The Market Cycle



A very interesting interview with Howard Marks (Oaktree Capital co-founder) shares his insights on the forces shaping the market cycle.

Wednesday, October 31, 2018

Tiger Brokers Is Planning a U.S. IPO

Tiger Brokers, the Chinese online brokerage is planning a U.S. initial public offering that could raise about $200 million according to Bloomberg News:

Latest Jim Rogers-Backed China Online Brokerage Is Said to Plan IPO


Tuesday, October 30, 2018

Trade War: Trump Thinks He Is Smarter Than History



"He (President Trump) thinks he he himself is smarter than history and who cares about history history is bunk and I can beat history I know he cannot you I guess you know we cannot history shows he cannot but he thinks he can and that's the dangerous kind of people."

Monday, October 29, 2018

Markets: The Central Bank Will Do Something

The central bank is gonna do something, cut interest rates, buy assets, who knows what they will do and the market will have a rally. The market will rally because people will say "Ah, they've come in they're saving us again". But after that, that's when the real horrible part of the bear market is going to come. So, be worried!

Nasdaq: Worst Monthly Decline Since The Financial Crisis
Stock Market: The Downtrend Is Intact

Thursday, October 25, 2018

Gold Will Dip Below 1,000

That's my view but I've made a lot of mistakes in my life. So, don't rely on me for your market timing, I'm the worst short-term trader in the world. But I expect gold to go under 1,000 dollars/ounce and if it does, I hope I'm smart enough to buy a lot more. If it doesn't, I've got plenty of gold already.

Wednesday, October 24, 2018

The Appeal Of Socialism

Not many people in the world want to be socialist anymore because socialism has failed, communism has failed. Certainly nobody wants to be a communist and if they want to be a socialist, they want to be a rich socialist.

There are people, it's often inexperienced younger people who don't know the history of socialism and how it has never worked -  it's a good story communism, the problem is it's the story that doesn't work. No communist nation or a communist country has ever succeeded. They always fail but it's hard to explain that to somebody who's 23 years old and who's never seen much of the world.

Other interesting articles and market updates:

Stock Market: The Downtrend Is Intact
The Box That The Federal Reserve Has Placed Itself In

Tuesday, October 23, 2018

Everybody Should Have Some Gold In Their Portfolio

I own gold at the moment and I have for many years. I have not bought serious gold in a long time and I'm not buying it now. But if and when it goes down, I expect if it goes under one 1,000 USD per ounce, I hope I'm smart enough to buy a lot more gold.

Everybody should have some gold in their portfolio as an insurance company of nothing else.

Monday, October 22, 2018

Stock Market: It's Not Going To End Well

Many of the stock markets in the world are not doing nearly as well as U.S. stocks because they don't have this gigantic fiscal boost that we have from Washington. It's not going to end well, you know, someday we're gonna have to pay the price for it.

Friday, October 19, 2018

Investing: Recognize Change And React Accordingly

"Those who can not adjust to change will be swept aside by it. Those who recognize change and react accordingly will benefit." 
— Jim Rogers, Chairman of Rogers Holdings and Beeland Interests, Inc.

Agriculture Is Going To Be The Big Thing

“Agriculture is going to be the big thing in the next 20 years.” 
— Jim Rogers, Chairman of Rogers Holdings and Beeland Interests, Inc.

Wednesday, October 17, 2018

Interest Rates Are Going Much Higher

Nearly everybody in the market only knows interest rates going down. That's going to change because interest rates are going to go much, much higher not just in the United States but all over the world.

This has never happened in recorded history, what we've seen. Interest rates in many countries became negative. This has never, ever happened before.

Monday, October 15, 2018

This May Be The Beginning Of A Big Bear Market

I know we're all very worried when the market goes down 6 or 7 percent but even 6 or 7 percent is meaningless in the big scheme of things. Now, having said that it may be the end, the end may be finally here. 

It's been 10 years since we had a serious bear market in the United States. That's the longest in in recorded history so we may be ready. This may be the beginning of a big bear market. 

The way bear markets work is they start where nobody's looking. In 2007, Iceland went bankrupt and nobody cared. Ireland went bankrupt and then Northern Rock went bankrupt and Bear Stearns went bankrupt and by then some people started to see that something's going on. By the time Lehman Brothers went bankrupt everybody knew it was in the front page of the papers and the evening news and we all knew a year and a half or so later that there was a serious bear market in the works. That's the way things work.

Now we have had things like that happening in the last year or so: Turkey, Venezuela, Argentina, Indonesia, Indian banks, Latvia... You know, the things that no he cares about or pays attention to and they're all very small but it may be the snowball gathering speed and this may be it.

Sunday, October 14, 2018

Is The Fed Going ‘Loco’?

The truth is the Federal Reserve did go crazy a few years ago and drove interests rate down to zero which had never happened in history. Now, they are trying to get sanity back and raise them to the proper level.

Global Markets: Investment Opportunities

The Chinese market is down 60% from its all-time highs, the Japanese market is down 50% from its all-time highs. Russia is hated, Zimbabwe has just thrown out a absolutely absurd dictator who ruined the country for 40 years. There are great opportunities there. I've recently invested in a little bit not much in Ghana. Ghana was ruined but Ghana is changing dramatically. They have really smart, knowledgeable people running Ghana now.

Thursday, October 11, 2018

U.S. Stocks Are Weighting Too Much


U.S. stocks are so dominant among developed markets that their position has become “unsustainable,” according to Luca Paolini, Pictet Asset Management Ltd.’s chief strategist. 

Paolini made the argument Wednesday in a Twitter post that showed the country’s weight within the MSCI World Index, representing 23 countries. The U.S. share rose to a record 62.5 percent last month and closed just below that peak Wednesday, according to data compiled by Bloomberg. “Overblown” earnings estimates are among reasons why the percentage is poised to fall, he wrote.

Source: David Wilson, Bloomberg

Ray Dalio: The “War” with China Is Spreading

A fantastic diagram from Ray Dalio of where we currently stand:


"Because geopolitics is playing a greater role in driving economies and markets than any time in my over 50 years of investing, I am thinking a lot more about it." - Ray Dalio

Stock Market Update

Read the latest stock market updates from Peter Schiff: It's Not A Normal Bull Market Correction and My Feeling About The Stock Market Was Confirmed

Wednesday, October 10, 2018

Investing: Korea Is Going To Be The Most Exciting Country In The World

Korea is going to be the most exciting country in the world for 10 or 20 years once North Korea is open and they unite. It's going to be very exciting for many reasons.

You know as recently as 1970 North Korea was richer than South Korea. Communism ruins everything and so it ruined North Korea which means that North Korea is extremely cheap with lots of educated, disciplined and cheap labor plus lots of natural resources, standing right on the Chinese border. Combine that with lots of capital in the south, lots of know-how in the south. iIt's going to be very exciting. The Japanese are against it because Japan knows they cannot compete with an open Korea and they're doing.

Podcast: Jim Rogers On Follow The Money Radio



Latest podcast with Jerry Robinson (Follow the Money Radio)
October 2018

Topics discussed:

Jim Rogers views on the US Economy, the trade war with China and business in general.

Tuesday, October 9, 2018

There's No Such Thing As Winning A Trade War

There's no such thing as winning a trade war. Do you see what's happening with NAFTA right now? Mr. Trump is shouting from the rooftops that he's won but you look at the results it means that the price of cars are gonna go up a lot for American citizens. I'm not sure how that's good for America. Maybe it's good for a few automobile workers but it's not good for most Americans.

The Problems With The US Economy

Someone has to cut spending with a with an axe, not not with an axe with a chainsaw! Someone has to cut taxes, we have a gigantic litigation problem in the US... 

We spend two or three or four times as much on health care as any other nation in the world and yet we're not even in the top 25 for life expectancy. We spend huge amounts of money on education and yet we are even in the top 25 for education results... 

I mean I could go on and on and on. One of the reasons we have this huge balance of trade deficit is because the high cost of health care and litigation. It cuts our competitiveness a great deal.

Monday, October 8, 2018

Stock Market: Underneath There Are Problems Developing

Staggering amounts of debt are being created even more than in the past and who would have thought it possible that we could build up even more debt than before but we are. And it's going into markets but as you probably know not all stocks are going up.

In fact, a great number of stocks are going down and other countries in the world are not participating like we are in the US stock market. So, underneath there are more problems developing.

Peter Schiff: The Carnage on Wall Street Has Already Begun

October is just one week old and the carnage on Wall Street has already begun I wonder if the October complacency is starting to be shaken a bit with the down move that we see. The catalyst is rising interest rates which of course the markets have been ignoring.

Wednesday, October 3, 2018

Habits, Compound Interest & Self-Improvement

A great quote,

"Habits are the compound interest of self improvement." 

- James Clear, Author of Atomic Habits

Mark Minervini: How To Spot The End Of A Bear Market

"Once the masses accept every pullback as simply another buying opportunity and ignore the risk in stocks, the end of a bull market is near. This was the case during virtually every strong bull market in history."

- Mark Minervini, momentum stocks trader profiled in the Stock Market Wizards book (October 3rd, 2018)

Related trading instruments: SPDR S&P 500 ETF Trust (SPY), Russell 2000 Index ETF (IWM)

Peter Schiff: How Crude Oil Can Make New All-TIme Highs

I believe that if we see a real bear market in the US Dollar in 2019-2020, by the time the 2020 election comes around oil prices could have taken out the high price that they hit back in 2008 which was around 140-150 dollars a barrel.

Peter Schiff: Weak Stocks Beneath The Surface

If you look at some of the sectors that continue to get beat up making new 52 week lows so even though the headlines are probably gonna be about the Dow Jones Industrials Average (DJIA) making another all-time record high, beneath the surface are a lot of stocks that are having a lot of problems.

Asia Is More Efficient

If you landed at JFK airport, you landed at a third world Airport and you enter into a third world taxi on a third world highway into a third world 5-star Hotel. You go to Singapore and you're out of the airport in 12 minutes. I didn't say out of the plane, you're out of the airport. Same thing now in the new Hong Kong Airport. For whatever reason they're efficient they're modern they work.

Tuesday, October 2, 2018

The US dollar Is Going To Get Overpriced

I own a lot of US dollars right now, a lot of US dollars! Because what happens  when the there's a crisis or turmoil people look for a safe haven. Yes, they think the US dollar is the safe haven so the US dollar is going to get overpriced it could even turn into a bubble depending on how bad the turmoil is at which point I'll sell my US Dollars and put it into something else.

Monday, October 1, 2018

The Gold Standard Has Never Worked

The gold standard has never worked it's worked for short periods of time but what happens is and you go back into history you see that the goals that God what reason it never works is because it's a great discipline you have to do you have to run a sound economy and politicians don't like sound discipline so what happens is they always change it.

Central Banks Will Ruin Us All

They actually think they're doing the right thing. In their off moments when they are not being recorded they will admit "Oh gosh, it's an experiment, we have no idea if this is good" but the reason is because they messed up so many places so many times they don't know what they're doing and in the end they're gonna ruin us all. They this is more or less their last experiment, their last gasp, because when this ends it's gonna be very very bad.

Sunday, September 30, 2018

When The Bull Market Ends, It Will End Badly

US stocks are at a ten-year high and we had have no bear markets. That the longest bull market in the history of the world. Maybe it's gonna go for 20 years, I don't know. I'm not smart enough but I know when it ends it's going to end very badly.

Saturday, September 29, 2018

U.S. Economy: Trade Wars, Lack Of Competitiveness

Trade wars have never worked for anybody, they've always led to problems for everybody so it doesn't matter if he's right if he's gonna ruin us all. Yes, maybe we have problems but the problems are not because the Asians are evil. We have a horrible education system, we have a horrible litigation system. We spend more on medicine than anybody in the world by several factors but our life expectancy is not even the top 25. We have more basic problems than a bunch of evil Asians.

Friday, September 28, 2018

Markets: Washington Is The Big Risk Right Now

Washington DC's the greatest risk. The central bank  (the Federal Reserve) has no clue what it's doing and the others are following it. The government has no clue what it's doing... Trade wars. Do you think trade wars are good for anybody? History shows they're not so. Washington is the big risk right now.

If You Want To Get Rich You Don't Diversify

If you want to get rich you don't diversify. You put all your eggs in one basket and then you watch the basket very carefully. You got to make sure it's the right basket or you will go bankrupt but that's how you get rich. Henry Ford never diversified, Bill Gates never diversified.

Thursday, September 27, 2018

The US Dollar Is Going To Lose Its Position As The World’s Reserve Currency

In the next few years, the American dollar is going to lose its position as the world’s reserve currency and the world’s medium of exchange.

Tuesday, September 25, 2018

Podcast: Emerging Markets & Geopolitics

Listen to the latest Jim Rogers podcast here:

EP36: JIM ROGERS – LEGENDARY INVESTOR SHARES HIS OPINIONS ON NORTH KOREA, CHINA, MANDARIN AND THE CURRENT STATE OF EDUCATION

Jim talked about the prospects of a new bear market in stocks, what North Korea will look like in 20 years and also what can we expect from China going forward. Another topics included the current state of asian education and some of Jim’s secrets to successful investing.

Commodities: "Get Yourself Some Sugar"

Jim Rogers was recently interviewed by Daily Wealth's Steve Sjuggerud and they talked commodities. You can read the interview here: Jim Rogers' Favorite Commodity Now

Monday, September 24, 2018

Technology Stocks Are Overpriced

The Chinese technology stocks skyrocketed. Now they're having a reaction. They should have a reaction. Even American technology have reactions. They've got very, very overpriced. I wouldn't buy them, I would never buy them but I certainly wouldn't buy them now even in the reactions.

Thursday, September 20, 2018

Markets: The More Hated, The Better

The more hated the market, the better. NYSE stocks are making all-time highs. That does not excite me, making all-time lows is more exciting.

Tuesday, September 18, 2018

Russia: I've Found The Most Wonderful Investment

I was just in Russia speaking of beaten down places. I couldn't believe I found the most wonderful investment everybody hates. I'm not gonna tell you the name yet because I'm buying it but. There are things out there that are beaten down.

Stock Market: The US Is Doing Extremely Well

The US stock market is doing extremely well while most of the world is not doing very well for various reasons. Asia's doing better economically but in China they a got a lot of debt and it's coming home to roost right now. Japan has its own problems of debt coming home to roost right now. So the various problems in various places at the moment the US is the best market maybe not the best place to be but the best market.

Video: The US Stock Market Is Doing Better Than The Rest Of The World



Jim Rogers talks with CNN about the current divergence between the US stock market and most of the world's stock markets including China, Europe and Asia-Pacific.

Interesting reading:

Europe Wants The Euro To Become The World's Reserve Currency 
Currency Markets: ECB is Hawkish, The Fed Is A Dove

Monday, September 17, 2018

Market Update: Stock Markets, Gold, Interest Rates



Jim Rogers recent video interview with Financial Strategy.

Major Topics:

  • favorite stock markets: Russia, China and Japan 
  • do not invest in American stocks
  • consider start shorting US tech stocks but be careful because we are in a bubble 
  • long term interest rates will rise a great deal in the future
  • stopped buying Gold in 2010
  • Gold below 1,000 dollars/ounce will be a great buying opportunity
  • never use the word "safe" when talking about investments
  • Europe is falling apart

The US Dollar Will Lose Its Position As The World’s Reserve Currency

In a recent interview with RT.com, Jim Rogers expressed the view that the US dollar will sooner or later lose its position as the world’s reserve currency:

“In the next few years the American dollar is going to lose its position as the world’s reserve currency and the world’s medium of exchange.” 

 Read the full interview here: https://www.rt.com/business/438162-us-dollar-crash-jim-rogers/

Friday, September 14, 2018

My First Big Mistake In The Markets

My first big mistake I made in the markets came from a triumph. I decided the stock market was going to collapse and so I bought puts with all my money. I tripled my money in five months and I thought this was easy, I thought "yeah, I'm really gonna be rich someday." 

So, I sold my puts on the day the market hit bottom, then the market rallied as I thought it would, I sold short and two months later I was wiped out. But the worst part is that every one of the companies I sold short went bankrupt within two years. but I lost everything first because I didn't know the market did strange things.

Other interesting articles to read:

Ford (F), General Motors (GM) Trading At 52-Week Lows 
Crude Oil: $80/Barrel By The End Of The Year

Thursday, September 13, 2018

Governments Will Abolish Cash Transactions

In a recent interview with the Russian Times (RT.com) Jim Rogers about the dangers of governments abolishing cash and how many countries such as India and France have already started doing so:

Read the complete article here: Death of cash and total government control of spending

Wednesday, September 12, 2018

US Dollar: Global Reserve Currency Status Is Coming To An End

Jim Rogers discussed foreign exchanges markets and the future of the US dollar with the Russian Times (RT.com). You can read the complete article here:

US dollar just few short years away from losing global dominance, investor Jim Rogers tells RT

Global Investing



Jim Rogers talks about global investing with Mark Skousen at the San Francisco Money Show.

Thursday, September 6, 2018

America's actions Are Bringing China, Russia, Iran and Turkey Closer

America's actions have had the effect of bringing China, Russia, Iran and Turkey closer and closer. Obviously this is not good for the United States:

Rogers: US rift with Turkey ‘madness,’ time to invest in Turkish assets

Wednesday, September 5, 2018

Emerging Markets: “You Should Think About Zimbabwe”

Jim Rogers spoke to ValueWalk.com recently and he shared his thoughts on several markets including gold, US stocks and emerging markets. He cited that he is buying Zimbabwe because after the country has been ruined for 40 years there may be posirtive changes ahead. Read the most interesting excerpts from this interview here: 

 Jim Rogers: "Before This Is Over, Gold Might Turn Into A Bubble"


Time To Invest In Turkish Assets

In a recent interview with the Daily Sabah, Jim Rogers explained why he considers investing in Turkish assets right now. Jim also cited the major risks that might affect the US stock market going forward.

Monday, September 3, 2018

Gold: I'm Still Waiting For $950

In a recent interview with TheStreet.com Jim Rogers talked about his outlook on gold and also about the prospects of investing in Zimbabwe. When asked about the U.S. stock market, Jim answered that valuations are overstretched, although stock prices could still climb higher on good news. 

Read the full article and watch the video of the interview here: https://www.thestreet.com/video/jim-rogers-before-this-is-over-gold-might-turn-into-bubble-14699202

Business Lunch In Beijing


Jim Rogers at a China Luncheon hosted for the President of Ghana in Beijing (September 3rd, 2018).

Friday, August 31, 2018

Investing: I'm Not As Smart As The Computer

Bloomberg TV presents the Rogers AI Global Macro ETF, an artificial intelligence exchange traded fund.

You can watch the video here: https://www.bloomberg.com/news/videos/2018-08-30/jim-rogers-says-the-next-bear-market-will-be-the-worst-of-his-lifetime-video

"I'm not as smart as the computer, I wouldn't even want to override the computer." - Jim Rogers


Thursday, August 30, 2018

Crypto Currencies: They Are All Probably Going To Disappear

the Blockchain is going to change everything. A lot of people will lose their jobs but electricity also caused a lot of people to lose their jobs and also created a lot of jobs. So, I'm not worried about technological progress at all.

I suspect any crypto currencies will survive. They are all probably going to disappear before this is over. But Blockchain has a spectacular future. I wish I can find a good way to invest in Blockchain.

Jim Rogers and Robert Kyosaki Discuss Market Opportunities With Kitco News

Jim Rogers and Robert Kiyosaki will be interviewed on Kitco News. To watch tune in on August 30th and September 12th to watch their expert commentary: 

The Correction Is Not Over For Gold

When there's a lot of bad news and something like gold doesn't go up it means it's not gonna go up. The correction is not over for gold.

Tuesday, August 28, 2018

Stop The Trade War

Jim Rogers explained to China.org.cn why he thinks both China and the United States should end the trade war as soon as possible:

Investor Jim Rogers: Stop the trade war

Money Show Presentation (San Francisco)

Jim Rogers spoke recently at the MoneyShow in San Francisco. You can watch the whole presentation here: 


Topics: 

- What's going on in the world
- market trends
- Asia
- Q&A

Monday, August 27, 2018

Market Outlook: Crude Oil, Gold

In a recent talk with MoneyWeek UK, Jim shared his outlook on financial markets most specifically on crude oil, gold and US stocks.

The Euro Currency Is Not Properly Structured

The Euro currency as we know it is not going to survive because. It's not sound, it's not properly structured.

Friday, August 24, 2018

Tuesday, August 21, 2018

We're Getting Closer To A Bear Market

It's been ten years since we had the last bear market and historically we have them more often than that we don't have to have them more often than that but we always have nearly always have so I would suspect we're getting closer.

Thursday, July 26, 2018

Currencies: Turmoil Ahead

Everything may go down against the US Dollar when the turmoil comes and the US dollar goes up a lot. Everything will go down against it but I suspect that the renminbi will go down less than anything else. When those days come, when currency turmoil comes again you're gonna see a lot of strange gyrations.

Further reading:

The Next Recession

Tuesday, July 24, 2018

Gold: Waiting For An Opportunity To Buy

I own gold. I haven't bought any serious gold in a long time because I expect another opportunity to buy gold under $1,000 USD per ounce. If that happens, I hope I'm smart enough to buy a lot of gold because before this is over gold is going to skyrocket. Throughout history when people lose confidence in economies, governments or currencies they have always bought gold and silver.

Related: SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV)

A Bear Market Will Clean The System

We've had plenty of bear markets throughout history. The world never came to an end. A lot of people go bankrupt, a lot of people suffer. But in the end it cleans the system. Like forest fires. They clean out the forest, in the end the forest can grow faster, better from a sounder base.

Monday, July 23, 2018

Video: Jim Rogers speaking at the Gear Token Event


Jim Rogers speaking at the Gear Token Event (Marina Mandarin Hotel)

Topics: China, blockchain

Friday, July 20, 2018

Investing In 20 Things

If you were only able to invest in 20 things in your entire life, how would you go about it? You would do massive amounts of research before investing, and you’d only invest in sure things.

Thursday, July 19, 2018

Emerging Markets: Venezuela Is High On My List

It's high on my list but I'm not good at timing. But I think there will probably be a better time later to buy Venezuela. But yes, it's high on my list.

Related tickers: iShares MSCI Emerging Markets Index ETF (EEM)

Wednesday, July 18, 2018

North Korea: Kim Jong-un Is Making Dramatic Changes

North Korea today is where China was in 1980 or 81 and I wish I'd invested in China in 1981. 

The kid (Kim Jong-un) has only been there a short period of time. He was educated in Switzerland, so he knows there's another world out there. He's already making dramatic changes he wants to start over he doesn't want to live in North Korea. He'd like to live like they live in South Korea. So change is coming and usually when a country goes from that kind regime is dirt cheap.

Emerging Markets: Colombia 
North Korea: Sooner or Later, A Stock Exchange Is Coming
Investing: South Korea and North Korea
Peter Schiff: "The Economy Is Going To Fall Into a Severe Recession"

North Korea: Sooner or Later, A Stock Exchange Is Coming

I only invest in publicly traded entities, they got to be listed somewhere. So no, I'm not gonna buy a highway in North Korea. There's no stock market in North Korea yet but they're learning. They've been sending guys outside of North Korea to learn about stock market, so it's coming.

Monday, July 16, 2018

Emerging Markets: Colombia

Q: How much time and effort are you putting into your research? Because you mentioned yesterday Colombia, you mentioned Russia, you mentioned North Korea.

A: Well, you should know about these countries because Colombia had a 50-year civil war that's come to an end and I have learned over the years that when a war comes to an end or a civil war there are usually astonishing opportunities.

Emerging Markets: Colombia 
North Korea: Sooner or Later, A Stock Exchange Is Coming
Investing: South Korea and North Korea
Peter Schiff: "The Economy Is Going To Fall Into a Severe Recession"
Peter Schiff: Interest Rates, Federal Reserve

Tuesday, July 10, 2018

A Serious Bear Market

"Ultimately we are going to have a very serious bear market and economic dislocations… it is going to be the worst in my lifetime." - in Money Week

North Korea: They Know How To Be Entrepreneurs

"The last time I visited the North, I went to market and there were hundreds of stalls, selling everything you can imagine. So they know how to be entrepreneurs." - in The Korea Times

Tuesday, June 26, 2018

Emerging Markets: Russia, Korea

Emerging Markets: Russia

Russia is hated, the markets are down. Russia have very little debt, huge natural resources and they're opening up more and more. So, I would suspect in a few years we'll look back and say, "Oh remember when Russia was so cheap? Why didn't we buy it?"

Emerging Markets: North Korea

It is still illegal (to invest in North Korea). I would rather be poor and out of jail than rich and in jail. As soon as it is legal I will start making progress. Well, I will probably have to invest in South Korean stocks first. I own Korean Airlines because for instance, there will be a lot more travel when it becomes legal and open. At the moment there is no stock market in North Korea. They need everything. They need electricity, they need soap, they need table cloths. If you have any kind of expertise you can make a fortune in North Korea. They are where China was in 1981.

Gold: The Last Safe Haven Standing 
Most Banks Would Fail A Stagflation Stress Test

Monday, June 25, 2018

The Launch Of The Rogers AI Global Macro ETF (BIKR)

About the launch of The Rogers AI Global Macro ETF (BIKR):

"Today Jim Rogers’-led Ocean Capital Advisors, in partnership with ETF Managers Group, rolled out an ETF that invests primarily in other ETFs using a methodology driven by artificial intelligence. The Rogers AI Global Macro ETF (BIKR) mainly holds a portfolio of single-country ETFs, though it can incorporate a short-term Treasury ETF when needed.

The fund comes with a total expense ratio of 1.18%, which includes 43 basis points in acquired fund fees, and lists on the NYSE Arca.

The fund’s underlying index targets single-country ETFs with the broadest exposure available. Its portfolio is determined by an AI-driven algorithm that incorporates macroeconomic data in order to project market movements over an 18-month period, although the algorithm also seeks to identify shorter-term micro-cycles, which can affect the fund’s allocations. The algorithm looks at the data on a monthly basis, according to the prospectus."

Gold: The Last Safe Haven Standing 
Most Banks Would Fail A Stagflation Stress Test

Crude Oil Outlook

Jim Rogers To BTVI:

  • Expect crude prices to trade lower in the short-term 
  • Oil prices may climb up again towards the end of the year 
  • Oil is produced in countries which are not politically stable

Wednesday, June 20, 2018

Investing: Russia Is Cheap

Russia is hated, the markets are down. Russia have very little debt, huge natural resources and they're opening up more and more. So, I would suspect in a few years we'll look back and say, "Oh remember when Russia was so cheap? Why didn't we buy it?"

Investing: South Korea and North Korea

It is still illegal (to invest in North Korea). I would rather be poor and out of jail than rich and in jail. As soon as it is legal I will start making progress. Well, I will probably have to invest in South Korean stocks first. I  own Korean Airlines because for instance, there will be a lot more travel when it becomes legal and open. At the moment there is no stock market in North Korea. 

They need everything. They need electricity, they need soap, they need table cloths. If you have any kind of expertise you can make a fortune in North Korea. They are where China was in 1981.

Markets: Trade War, Small Caps
Trump Is Right About Trade

Tuesday, June 12, 2018

Market Update: June 12

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Trade Wars

No one has ever won a trade war. Trade wars always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Sectors: Agriculture

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

Stock Market: The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Further reading:

Trump Is Right About Trade 
Markets: This Is What Everybody Is Missing
Bitcoin: Is It a Currency?

Monday, June 11, 2018

Markets: Trump & Trade Wars

No one has ever won a trade war. They always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.

Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.

Russian Stock Market

I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?" 

Related trading instruments: Market Vector Russia ETF Trust (RSX)

Markets: Agriculture Is Very Depressed

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Markets: Russia, China, Japan

I am still buying shares in China, Russia, Japan and some parts of the world if I find something good. The US stock market is at an all-time high and I don't particularly like buying things at all-time highs.

Related trading instruments: 
  • Market Vector Russia ETF Trust (RSX)
  • iShares MSCI Japan ETF (EWJ)
  • iShares FTSE/Xinhua China 25 Index ETF (FXI)



Wednesday, June 6, 2018

Cyber Currencies: Governments Will End The Party

I'm not as convinced about cyber currencies in the future. I know that all of you are smarter than every government in the world smarter than every politician in the world but having said that...I'm of the view that most of them will not fit succeed and maybe all of them will disappear. 

And the reason I say that, the main reason I say that is because governments don't like losing control. You're smarter than every government in the world but they have the guns whether we like it or not and if the government's come down and say OK guys this party is over?

Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Monday, June 4, 2018

China and the US Should Work Together More

China and the US are the largest economies in the world. They're both vibrant, dynamic economies. They could work together and really be very, very rich. 

They're two very important and rich countries. If they work together instead of fighting each other over foolish things can you imagine the two countries working together how exciting and prosperous both would be?

Markets: Interest Rates Are Going Back Up
Forex: The Consensus Is Extremely Bullish On The US Dollar
Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Trump: Agriculture & Energy

If you get out of map and look at the states that Mr. Trump won they all produce agriculture and they all produce energy.
- in St. Petersburg International Economic Forum

Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Friday, June 1, 2018

Video: Trade Wars, Market Update


Jim Rogers talks about trade wars and financial market at the St. Petersburg International Economic Forum.

Forex: The Consensus Is Extremely Bullish On The US Dollar

Tuesday, May 29, 2018

Trump Is Making China Great Again

Mr. Trump is making China great again. Everybody now is doing more business with China because we're slapping them in the face and cutting them off.

If you go to Moscow airport it is full of Chinese. Five years ago you couldn't see the Chinese. Now they're everywhere. They are all being pushed together by Mr. Trump and hs policies.

Agriculture In Russia Is Booming

Agriculture in Russia right now is booming because of sanctions. It has helped Russian agriculture.

Related trading instruments: Market Vector Russia ETF Trust (RSX)

Further reading:

Peter Schiff: The National Debt Disaster

Friday, May 25, 2018

Sanctions Against Russia Are Absurd

I know that Europeans wanted sanctions against Russia to be dropped, many people in the world think the sanctions are absurd, including me. I hope they're dropped, I don't think it will happen anytime soon, though. (Market Vector Russia ETF Trust (RSX))

Further reading:

Peter Schiff: The Highest The Fed Gets Is About 2.50% 
Ray Dalio: Principles Are Smart Ways For Handling Things

Tuesday, May 22, 2018

Markets: Trade War, North Korea


Jim Rogers discusses the current trade war situation between China and the U.S. plus the potential of North Korea as a future investment destination on Fox Business.

Thursday, May 17, 2018

Where's The Next Crisis Going To Start?

If we're talking about America there are lots of pension funds which basically are bankrupt right now some of that may come out before long some pension fund may call up tomorrow and say we cannot pay any more I don't know where it's gonna start.

Peter Schiff: Record Foreclosures In The Subprime Auto Market
Jim Rogers: I'm Not Keen On Cyber Currencies
Ray Dalio: Principles For Success

Wednesday, May 16, 2018

I'm Not Keen On Cyber Currencies

I am not keen on cyber currencies. There is no question that the computer and the internet is changing everything we know and there's no question that money will be on the internet someday. I am skeptical whether it's going to be in any of the crypto currencies for a variety of reasons. But even if it's in one of them whether it's Bitcoin or one of the rest is questionable.

Tuesday, May 15, 2018

Bitcoin and Blockchain

Bitcoin and blockchain are two entirely different things. Blockchain is changing and it's going to change everything we know about the world. I wish I could find a way to invest in blockchain I have not so far.

Episode 1: The Call to Adventure

This Bull Market Is Lasting Longer Than Usual

It certainly is going into extra innings. The last bear market or economic hard time was in 2008-2009. So it's been over 9 years since the last one. That historically is an anomaly. We usually have problems in America every four to eight years, so this one is lasted longer than usual.

Monday, May 14, 2018

Is Gold Being Manipulated?

I've been hearing the manipulated gold story for 35 years now. Maybe it's manipulated, I don't know. Who's doing it if it's manipulated? The gold manipulation story's been around literally for 35 years.

Inflation Is Going Dramatically Higher
US Dollar: A Bear Market Rally
Video: Ray Dalio @ Google Talks

Friday, May 11, 2018

Investing, Upcoming Bear Market

Everybody has to stay with what they know or you are gonna get wiped out if you listen to other people going into the next bear market. I guess probably not gonna start today, it's probably gonna be awhile but it's coming right.

Thursday, May 10, 2018

Shortselling

A very interesting story from the past. A newspaper describes Jim Rogers as a semi retired shortseller. When this story was published Jim Rogers was 44 years old (more than 30 years ago). 

Monday, May 7, 2018

A Cashless Society

My daughters are 10 and 15-years old and they will probably never go to a bank or a post office or a doctor. (In the future) we won’t be able to send letters or cash a check, as these institutions will simply cease to exist. We will operate in a totally cashless society.

Friday, May 4, 2018

The Next Bear Market

It's been ten years or nine years depending on how you count since our last bear market that's an unusually long period of time. The next bear more it's gonna be the worst in our lifetime.

More articles: 

US Dollar Strength: The Current Drivers

Thursday, May 3, 2018

China Will Strike Back

You think the Chinese are just sitting around? China’s a huge buyer of American agriculture, so of course that’s the obvious place to hit back because that hurts Mr. Trump the worst. It’s not Americans, it’s Trump. Trump and his guys, those are the ones they have to hit.

Trade Wars Are Usually A Disaster

The next bear market is going to be the worst in my lifetime just because of the debt but if we also have a trade war, it’s going to be worse than a disaster. I’m extremely concerned. I’ve read enough history and been through enough markets to know that trade wars are usually a disaster.

Monday, April 30, 2018

Stock Market: The Decline Will Resume Later In The Year

Crashes don't happen in one day the market is going to go up for a while I'm still optimistic about the US stock market and asian stock markets. They'll go up for a while and sometime later this year and next the decline will start in but it doesn't happen in a day.


Thursday, April 26, 2018

Markets: The Debt Bomb

Do you remember 2008, 2009? That was because of gigantic debt. It's getting worse now, it's much worse now. The Federal Reserve's balance sheet is up 500 percent since then. 

Related trading instruments: 
  • SPDR S&P 500 ETF Trust (SPY)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • Russell 2000 Index ETF (IWM)
Global Debt Has Reached Record Levels
Petroyuan Clould Be The Death Blow For The U.S. Dollar

Friday, April 20, 2018

Stock Market: Trade Wars Are Bad

Many people that are investing in the stock market know the trade wars are bad, they know that tariffs are very bad for the economy. Nobody wins trade wars, nobody ever has. Everybody suffers and when this happens and Mr. Trump starts talking the market goes down because investors know Trump doesn't understand, he's got a couple of advisers who don't understand. Trump thinks he's smarter than the history.

Thursday, April 19, 2018

Stocks: The Market Always Fluctuates

One of the things I've learned is the market always fluctuates, it's always going to do that. For a while  we've been having fluctuations because of the trade war. I hope that's going to calm down soon, market will have a rally and you should be worried about next year and the year after.

Wednesday, April 18, 2018

Video: Stock Market, Gold



Jim Rogers discusses with Kitco News his outlook on the stock market and gold.

Tuesday, April 17, 2018

Gold: The Correction Is Not Over

In my view, and I have a little bit of experience, when there`s a lot of bad news and something like gold does not go up, it means its not going to go up. The correction is not over for gold.

Related trading instruments:

  • SPDR Gold Trust ETF (GLD)



Monday, April 16, 2018

I Don't Think This Is The Beginning of World War 3

I don't think this is the beginning of World War 3 (WW3) but be worried because certainly in the next couple of years Mr. Trump could do something. I'm worried anyway, I'm watching closely.


Wednesday, April 11, 2018

Gold: I Expect It To Go Under a Thousand

I'm the world's worst market timer, I'm a horrible short-term trader but I expect gold to go under a thousand at which point I hope I'm smart enough to buy a lot of gold.

Currencies: I Don't Want To Own The Euro Currency

You're gonna see a lot of strange gyrations but I own the Renminbi. I don't want to own the Euro currency I don't want the British Pound I don't even want to own the Swiss Franc. You know most currencies are very seriously flawed compared to the Renminbi which also has flaws but in the meantime I own it now.

Monday, April 9, 2018

Stocks: Bear Market Later This Year

We'll have a rally and it could be a big rally but then that will be the last rally and then we start going into the bear market later this year or next year. It's been ten years or nine years depending on how you count since our last bear market and that's an unusually long period of time.

Related trading instruments:

  • SPDR S&P 500 ETF Trust (SPY) 
  • SPDR Dow Jones Industrial Average ETF (DIA) 
  • Russell 2000 Index ETF (IWM)



Friday, April 6, 2018

Gold Will Trade Below 1,000

I expect gold to go under a thousand at which point I hope I'm smart enough to buy a lot of gold. Before this is over gold is gonna go up a huge amount and whenever people lose confidence in governments or currencies they always have bought gold and silver.

Related trading instruments: 
  • SPDR Gold Trust ETF (GLD)
  • iShares Silver Trust ETF (SLV)



Wednesday, April 4, 2018

Nobody Has Ever Won a Trade War

Nobody has ever won a trade war. It's not good for anybody. Everybody who's tried it in the past has learned, let's stop this as soon as we can. But unfortunately Mr. Trump doesn't know history and the people around him are very keen on trade wars.

Currencies: The Yuan Is My Second Largest Holding

I own some Renminbi. It's probably my second largest holding of currency, I mean, it's minuscule compared to my US dollar holdings but I'm already there. Everything may go down against the US dollar when the turmoil comes and the US dollar goes up a lot. Everything will go down against it I suspect that the Renminbi will go down less than anything else.

Tuesday, April 3, 2018

US Dollar: China & Russia Are Working On A Competing Currency

China and other countries are little tired of being bossed around because of the US dollar so they're looking to develop competing currencies. Russia, China  and other countries as well. 

So it is a process, this usually takes a while. It took many years for the US Dollar to replace the British Pound. But it is now underway, it won't happen this year, it won't happen next year but it's the beginning of another blow for the US dollar.

Monday, April 2, 2018

Trade War: China Will Strike Back

You think the Chinese are sitting idly by, China is a major buyer of US agricultural products, and it is obvious that they will aim for this sector as the most painful for Mr. Trump. 

Related trading instruments: 

  • Potash Corporation of Saskatchewan (USA) (NYSE:POT) 
  • John Deere (DE)

Bear Market, Trade War

The next bear market in stocks will be the worst in my life, and this is only because of debt. But in the event of a trade war, the situation will be worse than a disaster!

Related trading instruments: 

  • SPDR S&P 500 ETF Trust (SPY) 
  • Russell 2000 Index ETF (IWM) SPDR 
  • Dow Jones Industrial Average ETF (DIA) 
  • iShares MSCI Emerging Markets Index ETF (EEM)

Wednesday, March 28, 2018

Euro Break Up, European Bonds

If the European Union starts breaking up or the Euro starts breaking up that's gonna throw a spanner and a lot of people's works. Nobody's really sort of planned on that. Most of the euro bonds, none of them,  very few of them have any provision for what happens if there is no Euro.  I mean, Italy owns several billion dollars worth of bonds. Suppose Italy pulls out of the Euro and they suddenly says, "okay we're gonna pay you back in Lira". Well that's that's gonna confuse a lot of people and caused a lot more turmoil.

Monday, March 26, 2018

Investing: Russia, China

I’d rather invest in Russia (Market Vector Russia ETF Trust (RSX)) than in Germany (DAX Index). I’d rather invest in Japan (Nikkei 225 Index) or China (Shanghai Composite Index) than in America (SPDR S&P 500 ETF Trust (SPY)). America is at an all-time high, and no other nation in the history of the world has ever been this in debt.

Friday, March 23, 2018

Trade War: Where Will China Strike Back

In a recent interview with RT.com, Jim Rogers shares his views about the impending trade war between the U.S. and China and where China should strike back:

“China’s a huge buyer of American agriculture, so of course that’s the obvious place to hit back because that hurts Mr. Trump the worst. It’s not Americans, it’s Trump. Trump and his guys, those are the ones they have to hit,”

A Trade War Would Cause A Catastrophic Bear Market

In a recent interview with RT.com, Jim Rogers explained that a trade war between the U.S. and China would cause a catastrophic bear market in stocks:

“The next bear market is going to be the worst in my lifetime, just because of the debt, but if we also have a trade war, it’s going to be worse than a disaster,”

Friday, March 16, 2018

Will Bitcoin Succeed? A Few Thoughts.

Regarding Bitcoin I repeat what I said about IBM and computers: the people who invent something don't necessarily become the ones who succeed. 

We do know that the world has a money problem. We do know that the Internet is changing everything we know. My children will probably never go to a bank when they're adults. My children will probably never go to a post office when they're adults. So the Internet is changing everything we know and it's going to change money.

If you go to China now most people don't have money. If they want to buy a cup of tea they put their phone on the spot. If they want to buy a car they put their phone on the spot. So the Internet is gonna change everything we know.

How it's going to evolve I don't know. I do know that governments do not like to lose control., governments want to control everything, the crypto people say, "yes, but we're smarter than the government" and they are. Everybody's smarter than the government but the government has more guns than everybody else so if the government wants to control money they will.

Thursday, March 15, 2018

Tariffs Are Not Beneficial



Former U.S. Representative Ron Paul explains why tariffs are not beneficial.

Related stocks: 

  • United States Steel Corporation (X) 
  • Boeing Co (BA)

Video: Junk Bonds, Stock Market & Interest Rates



Michael Pento interviews Jim Rogers. They discussed the U.S. Economy, precious metals, interest rates and junk bonds.

Related trading instruments: 

  • SPDR S&P 500 ETF Trust (SPY)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • SPDR Barclays Capital High Yield Bond ETF (JNK)
  • SPDR Gold Trust ETF (GLD)

Tuesday, March 13, 2018

Views On Real Estate

Suppose that interest rates go to 6 percent which historically is not so high. Many, many places are going to get killed in real estate. There are plenty of places where real estate is still reasonable. Not in most of America and certainly not in Singapore. I would not suggest buying property in many Asian cities.

Investing: Looking For A Safe Haven

If I were looking for a single safe-haven in 2018, 2019 I would say the U.S. Dollar and if I'm right it is going to get overpriced and it can turn into a bubble if the turmoil really gets bad. If that happens I hope I'm smart enough to sell.

Friday, March 9, 2018

Markets: I'm Short Junk Bonds

I'm short junk bonds. The yield spread between junk bonds and AAA bonds now is very, very narrow (never been this narrow) and when interest rates go higher and they have already started going higher, junk bonds are going to get killed.

Related trading instruments: 

  • SPDR Barclays Capital High Yield Bond ETF (JNK) 
  • iShares iBoxx $ High Yid Corp Bond (ETF) (HYG) 



Wednesday, March 7, 2018

The Worst Bear Market Of My Lifetime

We are going to have the worst bear market of my lifetime and I'm older than you. I have seen same bear markets. It's going to be a mess.

Related trading instruments: 

  • Russell 2000 Index ETF (IWM)
  • SPDR S&P 500 ETF Trust (SPY)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • iShares MSCI Emerging Markets Index ETF (EEM)



Tuesday, March 6, 2018

Everybody Owns The Same Stocks

Everybody owns the same things, it is eve more narrowly focused now than in previous bull markets because it is now so easy to buy exchange traded funds (ETFs). If you own stocks that are in ETFs, I want to know what they are. These are the stocks that have not been going through the roof, that are still cheap. 

Related trading instruments: 

  • iShares MSCI Japan ETF (EWJ) 
  • iShares MSCI Emerging Markets Index ETF (EEM) 
  • SPDR S&P 500 ETF Trust (SPY) 
  • Russell 2000 Index ETF (IWM)

Friday, March 2, 2018

Market: Treasury Yields Will Keep Going Higher

In September of 1981 the long-term bond in America was at 15.50%. I'm not talking about junk bonds, I mean Treasury bonds. By the way, one other thing, in 1981 America was a creditor nation. Now we are the largest debtor nation in the history of the world and the debt is getting higher every day, every hour.

Thursday, March 1, 2018

The Next Bear Market Will Be Awful

2008 was awfully bad but since then the debt has gone through the roof, goverment debt alone has doubled since 2008. So the next bear market is going to be the worst in our lifetime. 

Related trading instruments: 

  1. Russell 2000 Index ETF (IWM)
  2. Nasdaq 100 Futures
  3. SPDR S&P 500 ETF Trust (SPY)
  4. SPDR Dow Jones Industrial Average ETF (DIA)



Tuesday, February 27, 2018

Interest Rates Are Gonna Go Up For A Long Time

Q: where do you think yields are headed to on the benchmark 10-year Treasury? 

I'm not a very good market timer and I'm on a very short term trader but I will tell you that interest rate in America (...) we've had very long cycles in the bond markets. Depending on how you look interest rates or bond prices started a bear market in 1946 which ended in 1981, you can tell that that's 35 years. Then in 1981 we started a bull market in bonds. Well that one is gone on for 36 years I'm 37 years.

So bull markets in America anyway have had a habit of being very long. So I would just suggest you that's it's already started turning and the interest rates are gonna go up for a long long time. If I told you how high, you would hang up, you would stop listening to me. So when the next bear market comes in bonds it's gonna be a doozy.

Central Banks: They Say It's All Going To Be OK

Since 2008 government debt around the world has doubled. Everybody has talked about austerity and how we're going to cut back spending and pay off the debt etcetera but the debt has doubled. 

The debt at the American central bank has gone up five or six times in just nine years. This has never happened before in recorded history. Never, ever have interest rates been this low and they say it's all going to be okay. You better call the Tooth Fairy.

Monday, February 26, 2018

Investing: The Best Asian Market

The best overall market for me is China. That is why I have moved to Asia. You don't always buy the chinese market no matter the price but it's still 40 percent below its all time high.

Related trading instruments:

  • iShares FTSE/Xinhua China 25 Index ETF (FXI)
  • Shanghai Composite


Gold Will Go Down Even More

If I'm correct, gold will go down even more and there will be another opportunity to buy it.

Related trading instruments: 
  • Market Vectors Gold Miners ETF (GDX)
  • SPDR Gold Trust ETF (GLD)

Thursday, February 22, 2018

Markets: Gold & Silver

When people lose confidence in governments and money they buy gold and silver. Maybe they shouldn't but that's what they do.

Related trading instruments: 
  • iShares Silver Trust ETF (SLV)
  • SPDR Gold Trust ETF (GLD)
  • Market Vectors Gold Miners ETF (GDX)



Wednesday, February 21, 2018

Views on Commodities and Asian Financial Markets



Jim Rogers shares his views on the commodity markets and on the Asian financial markets.

Related trading instruments:

  • iShares MSCI Japan ETF(EWJ)
  • iShares MSCI Singapore Index Fund ETF (EWS)
  • iShares MSCI South Korea Index Fund ETF (EWY)
  • SPDR Gold Trust ETF (GLD)
  • Market Vectors Gold Miners ETF (GDX)
  • iShares Silver Trust ETF (SLV)
  • United States Oil Fund LP ETF (USO)

Thursday, February 15, 2018

Crude Oil: Supplies Are Under Duress Worldwide

Known reserves of oil are in decline all over the world except for fracking. The fracking buble burst, the fracking players had to slow down. Supplies are under duress worldwide for oil.

Related trading instruments: 

  • Energy Select Sector SPDR ETF (XLE)
  • United States Oil Fund LP ETF (USO)

Crude Oil: Higher Prices in 2019, 2020

Crude Oil is in the process of making a complicated bottom. Eventually we will see higher prices, maybe in 2019 or in 2020.

Related trading instruments: 

  • Energy Select Sector SPDR ETF (XLE)
  • Nymex Crude Oil futures

Monday, February 12, 2018

We Have Seen The Top In The Bond Market

We have certainly seen the top in the bond market, there is no question about that. Bonds will probably be going lower for years to come.

Related trading instruments: 

  • iShares Barclays 7-10 Year Treasury Bond Fund (IEF)
  • iShares Barclays 20+ Yr Treas. Bond ETF (TLT)

Higher Interest Rates Ahead

There is no question that we will see higher interest rates over the next few years. In fact, interest rates will go much, much higher in the next decade.

Friday, February 9, 2018

Investing: Agriculture Commodities Are Less Vulnerable

Well, agriculture has been going down over the past several years. I would consider agriculture less vulnerable and perhaps even a place to make money on the upside because things have been down for so long.

Related trading instruments: 

  • PowerShares DB Agriculture Fund (DBA)

Thursday, February 8, 2018

India Will Be Worse Affected Than Other Markets

Nearly all markets will be affected in the same way especially India because Mr. Modi is now coming up with a capital gains tax. So now the Indian stock market has the problem of having gone up for a long time and for a long way and now you will have a capital gains tax. India will probably be worse affected than other markets.

Related trading instruments:

  • WisdomTree India Earnings Fund ETF (EPI)
  • iShares MSCI Emerging Markets Index ETF (EEM)

Wednesday, February 7, 2018

The Reason For The Stock Market Correction

Whenever there is an overdue stock market correction people always look for a reason. I can give you some reasons: the main reason is that it has gone up too long, too far, too fast but interest rates are also going higher and there are problems in Washington with the government. There are many reasons. But essentially it is because it went up without a correction and now we are having one.

Related trading instruments: 
  • SPDR S&P 500 ETF Trust (SPY)
  • Russell 2000 Index ETF (IWM)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • iShares MSCI Emerging Markets Index ETF (EEM)

Tuesday, February 6, 2018

The Stock Market Sell-Off Explained

Stock markets around the world have been going up a lot in the last few years and in the U.S. for instance the stock market has not had a big correction for a long, long time. It's very unnusual what happened in the U.S. stock market, it was overdue for a rout and now we are having one.

Related trading instruments: 

  • SPDR Dow Jones Industrial Average ETF (DIA)
  • SPDR S&P 500 ETF Trust (SPY)
  • Russell 2000 Index ETF (IWM)

Views on the Stock Market Sell-Off


Jim Rogers explains the stock market sell-off on Bloomberg Asia.

Monday, February 5, 2018

India Should Finally Open Up Their Economy

I'm looking for I would expect a three and a half of 4 percent deficit more this year I don't know if they'll announce that they'll probably announce 3 percent because they always make it sound better than it is so the deficits going to get bigger thinks it would make me happy would be opening up the Indian economy finally but they're not gonna do that and they're not gonna listen to me. (WisdomTree India Earnings Fund ETF (EPI))

India: The Debt Will Go Higher

As you know there's an election next year and like every election everywhere in the world throughout history everybody is going to get a little present. The debt will go higher the budget will not be balanced. They may say they're going to balance the budget but it's going to get worse. (WisdomTree India Earnings Fund ETF (EPI))

Friday, February 2, 2018

Gold: I Don't Think It Will Breakout

I don't think it's going to be a breakout year for gold. I still think there will be opportunities in the future to buy gold lower. It's been almost seven years since the high. Sometime in the next year or two I certainly expect for gold to make a low and then to start going higher and higher.

Related trading instruments: 

  • SPDR Gold Trust ETF (GLD)
  • Market Vectors Gold Miners ETF (NYSE:GDX)

Thursday, February 1, 2018

US Treasuries: How China Will Play

If I was in Chinese I would say "No, I'm going to wait until I need to play the card to start selling the US Treasuries." If they need to take an action they won't have any bonds to sell. At least if they own a lot of Treasury bonds they can say to America, "If you do that we're going to sell your bonds."

Everybody Should Be Selling US Treasuries

Everybody should be selling US Treasuries. We had a bull market since 1981, that's 36-37 years. I don't own any long term US Treasuries, everybody should be selling them for economic reasons as well as for any other reason that they might have. (iShares Barclays 20+ Yr Treas.Bond ETF (TLT), iShares Barclays 7-10 Year Treasury Bond Fund (IEF))

Monday, January 29, 2018

Market Report: Bitcoin, Crude Oil, Sector Investing

Crude Oil: Known Reserves, Fracking, Price 

In my view, crude oil is making a bottom. It's a complicated bottom. We will look back someday and say, in 2014-2018 crude oil made its bottom. Known reserves of oil everywhere continue to decline except for fracking but the fracking bubble burst a few years ago. Now people know that fracking is not magic and that people can lose money in fracking. 

Bitcoin and Cryptocurrencies:

I repeat what I said about IBM and computers, the people who invent something do not necessarily become the ones who succeed but we do you that the world has a money problem. 

Quote of the Day:

"Historically, you buy stocks when they're yielding 6 percent and selling at eight times earnings. You sell them when they're at 22 times earnings and yielding 2 percent." - Jim Rogers 

Sector Investing: Agriculture

The agriculture sector has been a disaster for 35 years. Things are so bad. The average age of an American farmer is 58, the average age in Japan is 68. And do you know that the highest suicide rate in the UK is in the agricultural sector?

The importance of having a second passport:

“Over the next 20 years, being trapped with only one passport, you could suffer very badly.” - Jim Rogers speaking at the 11th Residence and Citizenship by Investment Conference in Hong Kong 

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