Friday, November 23, 2018

The Biggest Risk Is Washington DC

Washington DC. That's where the the greatest risk are right now, the greatest uncertainty.

First of all, we have a central bank which has no clue what it's been doing and probably also not what it will do in the future. We certainly have an executive and legislative branch which had no clue about what they're doing.

When things go wrong they're gonna make more mistakes. Be careful. Watch out for Washington DC, watch out for everything but especially Washington DC.

Investing: China, Japan and Russia

China is down 60 percent from its all-time high, Japan is down 50 percent from its all-time high. I'm not buying Japan and I don't own Japan at the moment but these are places that are down and down a lot and these are the places that you should be looking. Russia is hated... I own Russian shares and Russian bonds.

Wednesday, November 21, 2018

Commodities: Sugar Is 80% From Its All-Time High

Sugar believe it or not is down something like 80 percent from its all-time high. There's not much in the world that's down 80 percent over the past 40 years but sugar is.

Gold: There Will Be A Great Opportunity To Buy

If goes under 1,000 dollars per ounce, my plan is to buy a lot of gold. I haven't bought any serious gold since 2010. I own gold, haven't sold any gold. Don't think I have sold any but I still expect another opportunity to buy gold. If it happens, I hope I'm smart enough to buy a lot of gold, a lot more gold I should say.

Tuesday, November 20, 2018

Video: Markets, Gold & Commodities



Jim Rogers talks with Remy Blaire at the Nasdaq Marketsite about the markets (November 20, 2018)

Other interesting articles:

Ray Dalio: Current Market Cycle, Trade War
Smart Money Is Buying Precious Metals

Friday, November 16, 2018

Weekend's Reading

Here's a selection of some interesting reading for the weekend:

My Thoughts on Artificial Intelligence (AI) (Ray Dalio)
What Work Is (Ray Dalio)
Investing and Baseball: A Great Analogy (Warren Buffett)
Nassim Taleb: Skin In The Game 
In The Short Run Gold & Silver Are Going Way Up

One More Rally Before The Big Bear Market



Jim Rogers giving more than investment advice at the 100 Women in Finance lunch today in Singapore.

Hot tip: teach your kids Mandarin.

His general view is that there is one more rally before the big bear market.

(100WF is a global network of professionals in the finance & alternative investment industries working together to empower women at every stage of their careers)

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