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 

Crude Oil: Price Outlook, Fracking

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. (Nymex Crude Oil futures, Energy Select Sector SPDR ETF (XLE), Exxon Mobil (XOM), Marathon Oil (MRO), ConocoPhillips (COP))

Sunday, January 28, 2018

Second Passport: A Must-Have Luxury Item


Jim Rogers believes that high net worth individuals should have a backup plan and he explains why he thinks why it will be so important to get a second passport over the coming years.

“Over the next 20 years, being trapped with only one passport, you could suffer very badly.”

The Future of Bitcoin



In this short video interview Jim Rogers discusses the futures of Bitcoin, internet and money.

This is what Jim Rogers had to answer when asked if Bitcoin will be the dominant cryptocurrency going forward:

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


Monday, January 22, 2018

Stocks: When To Buy, When To Sell

An old stock market quote from the archives, 

"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

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)

Bullish on Agriculture

Jim Rogers has recently shared his thoughts on the agriculture sector and explain why he is so bullish on agricultural commodities:

"No one wants to be a farmer anymore, as compared to the past, when farmers were like masters of the universe for a long period of time."

"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?"

Related trading instruments: PowerShares DB Agriculture Fund (DBA)

Friday, January 19, 2018

Agriculture: The Sector Has Been a Disaster For 35 Years

Jim Rogers talked agricultural commodities with Money Morning recently and he shared some very interesting stats and facts about the industry:

"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?"

Related trading instruments: PowerShares DB Agriculture Fund (DBA), Mosaic Co (NYSE:MOS), Potash Corporation of Saskatchewan (USA) (NYSE:POT), John Deere (DE)

Bullish on Agricultural Commodities

In a recent interview with Money Morning, Jim Rogers explains why he is bullish on agricultural commodities and the reason why they might rally in the future:

"There will be an imbalance in the future between demand and supply in agricultural commodities… and that will drive prices higher."


Related trading instruments: PowerShares DB Agriculture Fund (DBA)

Tuesday, January 16, 2018

Bitcoin: The Risks of a Government Crackdown

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.

Cryptocurrencies: Bitcoin, Internet & Money



Jim Rogers shares his views on money, cryptocurrencies and Bitcoin.

Friday, January 12, 2018

The Bullish Case For The US Dollar

In the past when America has given tax incentives to bring US Dollars home it has made the US Dollar go higher, certainly for a while. These tax laws have just changed and there are now incentives to bring US Dollars home. I suspect they people will bring the US Dollars home and I suspect the US Dollar will go higher especially as interest rates go higher.

Monday, January 8, 2018

Currencies: I'll Probably Buy More US Dollars

I own a lot of US Dollars. What happened last year in my view is a normal correction. You know, the US Dollar was extremely strong a while before that, made new highs, multi-year highs, so it's having a normal correction. I own the US Dollar and I will probably buy more.

Friday, January 5, 2018

Bitcoin: Is This A Bubble?

Jim Rogers recently answered the million dollar question, are crypto currencies in a bubble? 

"There have been plenty of bubbles I have seen in my life but this one is a little strange, because at least when the dot-com bubble was around, those were companies that said they had a business. Even with the tulips (reached extraordinarily high levels and then dramatically collapsed in February 1637), supposedly they had a purpose and a use, I have never seen something quite like this."

Thursday, January 4, 2018

Bullish On Japanese Stocks

I am still buying shares in Asia. China is down 40 percent from its all time highs, Japan is down 50 percent from its all time highs. The Japanese governent is doing everything it can to get stocks up.

Related trading instruments: iShares FTSE/Xinhua China 25 Index ETF (FXI), iShares MSCI Japan ETF(EWJ), Nikkei 225 Index

Tuesday, January 2, 2018

Markets: Geopolitical Concerns

Before the First World War all sorts of changes started taking place which were revolutionary at the time. We weren't so revolutionary, we had a big war as a result and we're seeing a lot of changes like that take place again let's hope thre's not a war in a few years.

Video: Geopolitics, China and Markets



Jim Rogers talks geopolitics, the US - China relation and financial markets.