Markets: Gold & Silver

When people lose confidence in governments and money they buy gold and silver. Maybe they shouldn't but that's what they do.

Related trading instruments: 

• iShares Silver Trust ETF (SLV)
• SPDR Gold Trust ETF (GLD)
• Market Vectors Gold Miners ETF (GDX)

Views on Commodities and Asian Financial Markets

Jim Rogers shares his views on the commodity markets and on the Asian financial markets.

Related trading instruments:

• iShares MSCI Japan ETF(EWJ)
• iShares MSCI Singapore Index Fund ETF (EWS)
• iShares MSCI South Korea Index Fund ETF (EWY)
• SPDR Gold Trust ETF (GLD)
• Market Vectors Gold Miners ETF (GDX)
• iShares Silver Trust ETF (SLV)
• United States Oil Fund LP ETF (USO)

Crude Oil: Supplies Are Under Duress Worldwide

Known reserves of oil are in decline all over the world except for fracking. The fracking buble burst, the fracking players had to slow down. Supplies are under duress worldwide for oil.

Related trading instruments: 

• Energy Select Sector SPDR ETF (XLE)
• United States Oil Fund LP ETF (USO)

Crude Oil: Higher Prices in 2019, 2020

Crude Oil is in the process of making a complicated bottom. Eventually we will see higher prices, maybe in 2019 or in 2020.

Related trading instruments: 

• Energy Select Sector SPDR ETF (XLE)
• Nymex Crude Oil futures

We Have Seen The Top In The Bond Market

We have certainly seen the top in the bond market, there is no question about that. Bonds will probably be going lower for years to come.

Related trading instruments: 

• iShares Barclays 7-10 Year Treasury Bond Fund (IEF)
• iShares Barclays 20+ Yr Treas. Bond ETF (TLT)

Higher Interest Rates Ahead

There is no question that we will see higher interest rates over the next few years. In fact, interest rates will go much, much higher in the next decade.

Investing: Agriculture Commodities Are Less Vulnerable

Well, agriculture has been going down over the past several years. I would consider agriculture less vulnerable and perhaps even a place to make money on the upside because things have been down for so long.

Related trading instruments: 

• PowerShares DB Agriculture Fund (DBA)