Wednesday, December 5, 2018

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.

Tuesday, December 4, 2018

Commodities Will Outperform Stocks

In this article, Mr. Rogers explains why commodities will likely outperform stocks going forward: Commodities Are Going To Do Better Than Stocks – Write It Down Says Jim Rogers

“Sugar, believe it or not, is down something like 80% from its all-time high. [T]here’s not much in the world, in life, that’s down 80% over the past 40 years.” 

Jim Rogers on Money Week

Read the latest article about Jim Rogers on Money Week here: Jim Rogers: what to buy now (Moneyweek.com)

Mr. Rogers latest insights include comments about emerging markets like Zimbabwe and about the current state of financial markets worldwide. 

Monday, December 3, 2018

Venezuela: Exciting Things Are Happening

Exciting things are happening in Venezuela right now. They're always places in the world that are turning the corner. When you read the headlines you must learn to look beyond the headlines to see what's really happening. 

Venezuela is a horrible disaster. It's one of the worst disasters in the history of mankind, yes. But they know it too now. They're smart enough to know that they've made many mistakes and they're starting to change. They now have removed exchange controls. Unbelievable for a country like Venezuela! They're starting to try to figure out, "Oh my gosh what do we do next?" That's when you buy. You find a country that's at the bottom when changes are starting to take place. At times Venezuela has been one of the richest countries in the Western Hemisphere and it will be again.

Friday, November 30, 2018

Korea Will Be The Most Exciting Country In The World

Korea is probably going to be the most exciting country in the world once North Korea opens which will and very soon. I mean it's right on the Chinese border, 80 million people, natural resources, cheap disciplined labor... It has lots of things going for it.

Related tickers:
  • iShares MSCI South Korea Index Fund ETF (EWY)



Thursday, November 29, 2018

Agriculture Will Be A Good Place To Invest

Agriculture has been a disaster. In the past 30 odd years Agriculture has been a nightmare. 

The average age of farmers in America is now 58. Nobody wants to be a farm. More people in America study public relations then study agriculture because it's been a horrendous place to be. The highest rate of suicide in the UK is in agriculture.

It's been a nightmare so it's going to change. We've had long periods in history when the agriculture, the producers of real Goods have been an on top followed by long periods when the financial types have been on top but it always changes and is changing again.

Bear Markets: What Gets Hurt The Most

Every time there's been a big bear market the places where everybody has invested those are the ones that get hurt the most.

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