Friday, October 8, 2021

New Emerging Markets: Cambodia, Uzbekistan

Right now, I'm looking at Cambodia, I'm looking at Uzbekistan. I shouldn't tell you that because I
haven't invested there yet... These are countries that i'm looking at.

If a country is a disaster but I see something changing in the leadership or the attitudes towards capital, attitudes towards an investment then it gets my attention. 

Then I start doing more research. Do they have a balance of trade surplus? Do they have a budget

I'm looking at Namibia right now in Africa. It looks like they're doing some good changes.

I'm looking at Zimbabwe. I already have investments in Zimbabwe. 

Africa has been a disaster, a total ruin in the last 35 or 40 years. But I have learned that if you invest in
a catastrophe and you have the staying power and it's changing and most catastrophes change because
people just can't take it anymore -- you might make some money.

America Is The Largest Debtor The World Has Ever Seen!

America is the largest debtor nation in the history of the world.

Never in world history has any nation been so deep into debt. That doesn't sound good to me for
the future, it does not sound good to build a long-term success story if you're the largest debtor the world has ever seen but that's the facts.

Commodities: Cotton & Agriculture


Jim Rogers expressed his views on markets, bitcoin, regulation and what he sees going forward. 

"Unless something happens soon we're not going to have any clothes to wear you don't have any food to drink or eat." - Jim Rogers

Thursday, October 7, 2021

Commodities: Copper and Agriculture

We still have plenty of room to make money in Commodities, especially agricultural commodities going forward. Agriculture is cheap and many Commodities are still cheap now.

Now copper is making all-time highs. The world has got become electrical electrical cars, trucks and
everything else. Well, it turns out that electric car uses several times as much copper as a combustion engineering car. So there's going to be a huge demand for some of these metals that we
didn't have before.

Higher Prices For Real Goods: We Have A Long Way To Go


Throughout history all of this money printing historically has led to higher prices for real good. So in my view, we have a long way to go.

Bonds Are The Most Obvious Bubble

When I look around the world, the most obvious bubble is in the bond market. Bonds have never been this expensive in the history of the world. Interest rates have never been this low in the world's history. There are cerebral bubbles but that is the clearest bubble of all. 

Monday, October 4, 2021

A Major Bear Market Is Fast Approaching


The worst bear market of our lifetime is nearing fast, says Jim Rogers.

Bonds are clearly in a bubble, property in many places (Korea, New Zealand) are also in a bubble.

Commodities: Views on Silver


Jim Rogers shares his bullish views on Silver, Sugar and real goods. 

Will Silver go back to its all-time high?

Why is Copper near all-time highs? Electric vehicles have been the catalyst. 

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