Jim Talks Markets

Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.

Wednesday, November 29, 2017

The Reason Why I'm Investing in Russia

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In my experience I have learned that if you find something that's hated, that has a lot of value and things are getting better you pr...
Tuesday, November 28, 2017

Investing: Agriculture Will Do Well In The Next Bear Market

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I'm very optimistic about Agriculture's been a disaster for 35 years and it's changing in my view. It's changing so if y...

Commodities: Coal, Steel and Agriculture

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I'm a director of a coal company so we obviously should worry about Chinese coal. I do own commodities yes, but Steel is not high on ...
Monday, November 27, 2017

A Hot Sector In China

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If you're cleaning up pollution in China you don't care if the West disappears as you're too busy going to work every day an...

Buying Opportunities In Japan, China and Taiwan

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I bought stocks this week in China, Japan, Taiwan so I see opportunities on the long side in markets. That doesn't mean I'm right...
Friday, November 24, 2017

The Worst Bear Market In A Lifetime

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What I have said was that we will have a bear market again some day.  Now, Janet Yellen says we wwill not, she says everything is okay n...
Wednesday, November 22, 2017

The Use Of Stop Losses

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Some of the smartest people I know use stop losses, whatever number they use. I have never used stop losses but I frequently wish I had....
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