Monday, December 10, 2018

Rogers Draws Parallels With 1930s Collapse of World Economy

In this recent interview with Nikkei Asian Review, Jim Rogers draws a parallel between the current trade war situation and the collapse of the world economy in the 1930s. Read the interview here: US and China risk full-fledged trade war as Trump sees he can win

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)

Friday, December 7, 2018

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)

Thursday, December 6, 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.

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