Markets: I Own Russian Shares, Bonds

“China’s down 60 percent from its all-time high. Japan’s down 50 percent... Russia is hated – I own Russian shares; I own Russian bonds; I own the currency.” - Jim Rogers, in Money Week

Related trading instruments:

• Market Vector Russia ETF Trust (RSX)

Commodities Will Do Better Than Stocks

“It is the time to buy commodities again. I would say to you, write it down – commodities are going to do better than stocks.” - Jim Rogers (in Money Week)

Related trading instruments: 

• SPDR S&P 500 ETF Trust (SPY)
• SPDR Dow Jones Industrial Average ETF (DIA)
• United States Oil Fund LP ETF (USO)
• PowerShares DB Agriculture Fund (DBA)

Markets: Trade War, Pollution Control and Marijuana Stocks

Read Jim Rogers most recent interview on Nikkei Asian Review here: US and China risk full-fledged trade war as Trump sees he can win

Topics: 

- Trade war
- China/ US tensions
- Investment themes: pollution control and marijuana stocks

 "Trump, in his brain, thinks he can win a trade war and that a trade war is good for him." 
- Jim Rogers, Nikkei Asian Review (December 2018)

A Trade War May Lead To A Real War

Historically trade wars have always been a disaster. Nobody's ever won a trade war, history is very clear about the effects of trade wars.

Now, I don't know if President Trump knows history or cares. He thinks he's smarter than history, maybe he is, I don't know. But nobody's ever been smarter than trade wars and trade wars frequently or often have led to real wars.

Crude Oil: Making A Complicated Bottom

Oil reserves peaked sometime ago except for fracking. Fracking came along turned into a bubble that bubble has popped now but that caused a glut of oil for a while.

Crude oil is in the process of making a complicated bottom. We'll look back in a few years and say in 2015-2019 crude oil made its bottom. It will go higher because reserves are declining everywhere in the world except fracking but that bubble the fracking bubble broke.