The Reason Why There Won`t Be A War In Korea

The Chinese have told Donald Trump that if he starts a war they'll have to defend North Korea but they told North Korea that if you start a war we will not defend you. So there's nobody who's gonna go to war. (iShares MSCI South Korea Index Fund ETF (EWY))

When To Buy Gold Again

Jim Rogers said in a recent interview that he is taking a contrarian view on Gold. Gold has not had enough corrections yet and for that reason there are still many gold perma bulls. Jim' s argument is that when everybody is throwing gold away at fire sale prices, then it might be a good time to consider buying it again:

"For me, gold has not had enough corrections yet. There are still too many gold bugs." 

"When people say, 'I never want to invest in gold again,' that is when I want to invest in it...When everybody is throwing it out the window, that is usually a good time to buy anything, including gold. So far, there are too many people that love gold."

Related trading instruments: SPDR Gold Trust ETF (GLD), Market Vectors Gold Miners ETF (GDX)

FANG Stocks Will Eventually Crack

In a recent interview, Jim Rogers drew a parallel between the FANG stocks (Facebook (FB), Apple (AAPL), Netflix (NFLX) and Google (GGOG)) and the Nifty 50, a group of stocks that kept rallying in the seventies when the general bull market in stocks was about to end. The Nifty 50 included stocks like Coca-Cola (KO), General Electric (GE) and International Bussiness Machines (IBM).

Jim Rogers noted that these high momentum, big cap Nasdaq stocks are currently holding the indexes but that they will eventually crack: 

“Everything else stopped going up but those Nifty 50, which would be something like the FANGs today, or maybe in the late ‘90s [during the dot com bubble], some of the other kinds of stocks. So this has happened before in market history. They eventually crack, there’s no question.”

Investing In Russia

Jim Rogers noted recently that investors are starting to invest in Russia again (the Russian stock ETF (Market Vector Russia ETF Trust (RSX)) is the worst performing country ETF in 2017):

“We have seen some people starting to invest in Russia again. This is just the continuation of the same process. It is happening, more will happen, but it will not be so fast."

Jim Rogers also does not expect the rating agencies (S&P and Moody’s) to raise Russia’s ratings due to political pressures:

“I wouldn’t think it could be soon. They have a lot of geopolitical pressure than they admit and most people realize.”

Video: A Bear Market Is Coming

- We are going to have another bear market and it going to be the worst in our lifetime.

- People should hold some gold and silver as an insurance policy.

The Problem With 26-Year Old Investors

What Policies Would Help Economic Growth? : Jim Rogers

Throughout history when you cut taxes, especially cutting individual taxes and also corporate taxes has always helped. Remember John Kennedy did it and we boomed for a while.