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.

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. 

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.