Monday, June 11, 2018

Markets: Agriculture Is Very Depressed

Agriculture is very depressed right now it's not working at the moment but agriculture is certainly a good place to for me to put money.

The Next Bear Market

In 2008 we had a big problem because of too much debt. Since 2008 the debt everywhere has skyrocketed. Many people have talked about austerity but nobody has done any austerity.

The debt everywhere it's much, much higher than it was then. The America's central bank balance sheet alone has gone up 500 percent in those eight or ten years.

Markets: Russia, China, Japan

I am still buying shares in China, Russia, Japan and some parts of the world if I find something good. The US stock market is at an all-time high and I don't particularly like buying things at all-time highs.

Related trading instruments: 
  • Market Vector Russia ETF Trust (RSX)
  • iShares MSCI Japan ETF (EWJ)
  • iShares FTSE/Xinhua China 25 Index ETF (FXI)



Wednesday, June 6, 2018

Cyber Currencies: Governments Will End The Party

I'm not as convinced about cyber currencies in the future. I know that all of you are smarter than every government in the world smarter than every politician in the world but having said that...I'm of the view that most of them will not fit succeed and maybe all of them will disappear. 

And the reason I say that, the main reason I say that is because governments don't like losing control. You're smarter than every government in the world but they have the guns whether we like it or not and if the government's come down and say OK guys this party is over?

Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Monday, June 4, 2018

China and the US Should Work Together More

China and the US are the largest economies in the world. They're both vibrant, dynamic economies. They could work together and really be very, very rich. 

They're two very important and rich countries. If they work together instead of fighting each other over foolish things can you imagine the two countries working together how exciting and prosperous both would be?

Markets: Interest Rates Are Going Back Up
Forex: The Consensus Is Extremely Bullish On The US Dollar
Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Trump: Agriculture & Energy

If you get out of map and look at the states that Mr. Trump won they all produce agriculture and they all produce energy.
- in St. Petersburg International Economic Forum

Peter Schiff: "Precious Metals: A Spike In Silver?"
Peter Schiff: "The Fed Will Not Save The Stock Market Again"
Peter Schiff: "Banks: Deutsche Bank (DB) Could Be The Weak Link Of A Chain"

Friday, June 1, 2018

Video: Trade Wars, Market Update


Jim Rogers talks about trade wars and financial market at the St. Petersburg International Economic Forum.

Forex: The Consensus Is Extremely Bullish On The US Dollar

Tuesday, May 29, 2018

Trump Is Making China Great Again

Mr. Trump is making China great again. Everybody now is doing more business with China because we're slapping them in the face and cutting them off.

If you go to Moscow airport it is full of Chinese. Five years ago you couldn't see the Chinese. Now they're everywhere. They are all being pushed together by Mr. Trump and hs policies.

Agriculture In Russia Is Booming

Agriculture in Russia right now is booming because of sanctions. It has helped Russian agriculture.

Related trading instruments: Market Vector Russia ETF Trust (RSX)

Further reading:

Peter Schiff: The National Debt Disaster

Friday, May 25, 2018

Sanctions Against Russia Are Absurd

I know that Europeans wanted sanctions against Russia to be dropped, many people in the world think the sanctions are absurd, including me. I hope they're dropped, I don't think it will happen anytime soon, though. (Market Vector Russia ETF Trust (RSX))

Further reading:

Peter Schiff: The Highest The Fed Gets Is About 2.50% 
Ray Dalio: Principles Are Smart Ways For Handling Things

Tuesday, May 22, 2018

Markets: Trade War, North Korea


Jim Rogers discusses the current trade war situation between China and the U.S. plus the potential of North Korea as a future investment destination on Fox Business.

Thursday, May 17, 2018

Where's The Next Crisis Going To Start?

If we're talking about America there are lots of pension funds which basically are bankrupt right now some of that may come out before long some pension fund may call up tomorrow and say we cannot pay any more I don't know where it's gonna start.

Peter Schiff: Record Foreclosures In The Subprime Auto Market
Jim Rogers: I'm Not Keen On Cyber Currencies
Ray Dalio: Principles For Success

Wednesday, May 16, 2018

I'm Not Keen On Cyber Currencies

I am not keen on cyber currencies. There is no question that the computer and the internet is changing everything we know and there's no question that money will be on the internet someday. I am skeptical whether it's going to be in any of the crypto currencies for a variety of reasons. But even if it's in one of them whether it's Bitcoin or one of the rest is questionable.

Tuesday, May 15, 2018

Bitcoin and Blockchain

Bitcoin and blockchain are two entirely different things. Blockchain is changing and it's going to change everything we know about the world. I wish I could find a way to invest in blockchain I have not so far.

Episode 1: The Call to Adventure

This Bull Market Is Lasting Longer Than Usual

It certainly is going into extra innings. The last bear market or economic hard time was in 2008-2009. So it's been over 9 years since the last one. That historically is an anomaly. We usually have problems in America every four to eight years, so this one is lasted longer than usual.

Monday, May 14, 2018

Is Gold Being Manipulated?

I've been hearing the manipulated gold story for 35 years now. Maybe it's manipulated, I don't know. Who's doing it if it's manipulated? The gold manipulation story's been around literally for 35 years.

Inflation Is Going Dramatically Higher
US Dollar: A Bear Market Rally
Video: Ray Dalio @ Google Talks

Friday, May 11, 2018

Investing, Upcoming Bear Market

Everybody has to stay with what they know or you are gonna get wiped out if you listen to other people going into the next bear market. I guess probably not gonna start today, it's probably gonna be awhile but it's coming right.

Thursday, May 10, 2018

Shortselling

A very interesting story from the past. A newspaper describes Jim Rogers as a semi retired shortseller. When this story was published Jim Rogers was 44 years old (more than 30 years ago). 

Monday, May 7, 2018

A Cashless Society

My daughters are 10 and 15-years old and they will probably never go to a bank or a post office or a doctor. (In the future) we won’t be able to send letters or cash a check, as these institutions will simply cease to exist. We will operate in a totally cashless society.

Friday, May 4, 2018

The Next Bear Market

It's been ten years or nine years depending on how you count since our last bear market that's an unusually long period of time. The next bear more it's gonna be the worst in our lifetime.

More articles: 

US Dollar Strength: The Current Drivers

Thursday, May 3, 2018

China Will Strike Back

You think the Chinese are just sitting around? China’s a huge buyer of American agriculture, so of course that’s the obvious place to hit back because that hurts Mr. Trump the worst. It’s not Americans, it’s Trump. Trump and his guys, those are the ones they have to hit.

Trade Wars Are Usually A Disaster

The next bear market is going to be the worst in my lifetime just because of the debt but if we also have a trade war, it’s going to be worse than a disaster. I’m extremely concerned. I’ve read enough history and been through enough markets to know that trade wars are usually a disaster.

Monday, April 30, 2018

Stock Market: The Decline Will Resume Later In The Year

Crashes don't happen in one day the market is going to go up for a while I'm still optimistic about the US stock market and asian stock markets. They'll go up for a while and sometime later this year and next the decline will start in but it doesn't happen in a day.


Thursday, April 26, 2018

Markets: The Debt Bomb

Do you remember 2008, 2009? That was because of gigantic debt. It's getting worse now, it's much worse now. The Federal Reserve's balance sheet is up 500 percent since then. 

Related trading instruments: 
  • SPDR S&P 500 ETF Trust (SPY)
  • SPDR Dow Jones Industrial Average ETF (DIA)
  • Russell 2000 Index ETF (IWM)
Global Debt Has Reached Record Levels
Petroyuan Clould Be The Death Blow For The U.S. Dollar

Friday, April 20, 2018

Stock Market: Trade Wars Are Bad

Many people that are investing in the stock market know the trade wars are bad, they know that tariffs are very bad for the economy. Nobody wins trade wars, nobody ever has. Everybody suffers and when this happens and Mr. Trump starts talking the market goes down because investors know Trump doesn't understand, he's got a couple of advisers who don't understand. Trump thinks he's smarter than the history.

Thursday, April 19, 2018

Stocks: The Market Always Fluctuates

One of the things I've learned is the market always fluctuates, it's always going to do that. For a while  we've been having fluctuations because of the trade war. I hope that's going to calm down soon, market will have a rally and you should be worried about next year and the year after.

Wednesday, April 18, 2018

Video: Stock Market, Gold



Jim Rogers discusses with Kitco News his outlook on the stock market and gold.

Tuesday, April 17, 2018

Gold: The Correction Is Not Over

In my view, and I have a little bit of experience, when there`s a lot of bad news and something like gold does not go up, it means its not going to go up. The correction is not over for gold.

Related trading instruments:

  • SPDR Gold Trust ETF (GLD)



Monday, April 16, 2018

I Don't Think This Is The Beginning of World War 3

I don't think this is the beginning of World War 3 (WW3) but be worried because certainly in the next couple of years Mr. Trump could do something. I'm worried anyway, I'm watching closely.


Wednesday, April 11, 2018

Gold: I Expect It To Go Under a Thousand

I'm the world's worst market timer, I'm a horrible short-term trader but I expect gold to go under a thousand at which point I hope I'm smart enough to buy a lot of gold.

Currencies: I Don't Want To Own The Euro Currency

You're gonna see a lot of strange gyrations but I own the Renminbi. I don't want to own the Euro currency I don't want the British Pound I don't even want to own the Swiss Franc. You know most currencies are very seriously flawed compared to the Renminbi which also has flaws but in the meantime I own it now.

Monday, April 9, 2018

Stocks: Bear Market Later This Year

We'll have a rally and it could be a big rally but then that will be the last rally and then we start going into the bear market later this year or next year. It's been ten years or nine years depending on how you count since our last bear market and that's an unusually long period of time.

Related trading instruments:

  • SPDR S&P 500 ETF Trust (SPY) 
  • SPDR Dow Jones Industrial Average ETF (DIA) 
  • Russell 2000 Index ETF (IWM)



Friday, April 6, 2018

Gold Will Trade Below 1,000

I expect gold to go under a thousand at which point I hope I'm smart enough to buy a lot of gold. Before this is over gold is gonna go up a huge amount and whenever people lose confidence in governments or currencies they always have bought gold and silver.

Related trading instruments: 
  • SPDR Gold Trust ETF (GLD)
  • iShares Silver Trust ETF (SLV)



Wednesday, April 4, 2018

Nobody Has Ever Won a Trade War

Nobody has ever won a trade war. It's not good for anybody. Everybody who's tried it in the past has learned, let's stop this as soon as we can. But unfortunately Mr. Trump doesn't know history and the people around him are very keen on trade wars.

Currencies: The Yuan Is My Second Largest Holding

I own some Renminbi. It's probably my second largest holding of currency, I mean, it's minuscule compared to my US dollar holdings but I'm already there. Everything may go down against the US dollar when the turmoil comes and the US dollar goes up a lot. Everything will go down against it I suspect that the Renminbi will go down less than anything else.

Tuesday, April 3, 2018

US Dollar: China & Russia Are Working On A Competing Currency

China and other countries are little tired of being bossed around because of the US dollar so they're looking to develop competing currencies. Russia, China  and other countries as well. 

So it is a process, this usually takes a while. It took many years for the US Dollar to replace the British Pound. But it is now underway, it won't happen this year, it won't happen next year but it's the beginning of another blow for the US dollar.

Monday, April 2, 2018

Trade War: China Will Strike Back

You think the Chinese are sitting idly by, China is a major buyer of US agricultural products, and it is obvious that they will aim for this sector as the most painful for Mr. Trump. 

Related trading instruments: 

  • Potash Corporation of Saskatchewan (USA) (NYSE:POT) 
  • John Deere (DE)

Bear Market, Trade War

The next bear market in stocks will be the worst in my life, and this is only because of debt. But in the event of a trade war, the situation will be worse than a disaster!

Related trading instruments: 

  • SPDR S&P 500 ETF Trust (SPY) 
  • Russell 2000 Index ETF (IWM) SPDR 
  • Dow Jones Industrial Average ETF (DIA) 
  • iShares MSCI Emerging Markets Index ETF (EEM)

Wednesday, March 28, 2018

Euro Break Up, European Bonds

If the European Union starts breaking up or the Euro starts breaking up that's gonna throw a spanner and a lot of people's works. Nobody's really sort of planned on that. Most of the euro bonds, none of them,  very few of them have any provision for what happens if there is no Euro.  I mean, Italy owns several billion dollars worth of bonds. Suppose Italy pulls out of the Euro and they suddenly says, "okay we're gonna pay you back in Lira". Well that's that's gonna confuse a lot of people and caused a lot more turmoil.

Monday, March 26, 2018

Investing: Russia, China

I’d rather invest in Russia (Market Vector Russia ETF Trust (RSX)) than in Germany (DAX Index). I’d rather invest in Japan (Nikkei 225 Index) or China (Shanghai Composite Index) than in America (SPDR S&P 500 ETF Trust (SPY)). America is at an all-time high, and no other nation in the history of the world has ever been this in debt.

Friday, March 23, 2018

Trade War: Where Will China Strike Back

In a recent interview with RT.com, Jim Rogers shares his views about the impending trade war between the U.S. and China and where China should strike back:

“China’s a huge buyer of American agriculture, so of course that’s the obvious place to hit back because that hurts Mr. Trump the worst. It’s not Americans, it’s Trump. Trump and his guys, those are the ones they have to hit,”

A Trade War Would Cause A Catastrophic Bear Market

In a recent interview with RT.com, Jim Rogers explained that a trade war between the U.S. and China would cause a catastrophic bear market in stocks:

“The next bear market is going to be the worst in my lifetime, just because of the debt, but if we also have a trade war, it’s going to be worse than a disaster,”

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