- Expect crude prices to trade lower in the short-term
- Oil prices may climb up again towards the end of the year
- Oil is produced in countries which are not politically stable
Hedge fund wizard: writing market magic in stealth mode, because even financial superheroes need a secret identity.
Monday, June 25, 2018
Crude Oil Outlook
Jim Rogers To BTVI:
Wednesday, June 20, 2018
Investing: Russia Is Cheap
Russia is hated, the markets are down. Russia have very little debt, huge
natural resources and they're opening up
more and more. So, I would suspect in a
few years we'll look back and say, "Oh
remember when Russia was so cheap? Why
didn't we buy it?"
Investing: South Korea and North Korea
It is still illegal (to invest in North Korea). I would rather be poor and out of jail than rich and in jail. As soon as it is legal I will start making progress. Well, I will probably have to invest in South Korean stocks first. I own Korean Airlines because for instance, there will be a lot more travel when it becomes legal and open. At the moment there is no stock market in North Korea.
They need everything. They need electricity, they need soap, they need table cloths. If you have any kind of expertise you can make a fortune in North Korea. They are where China was in 1981.
Markets: Trade War, Small CapsTrump Is Right About Trade
Tuesday, June 12, 2018
Market Update: June 12
Russian Stock Market
I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?"
Trade Wars
Markets: This Is What Everybody Is Missing
Bitcoin: Is It a Currency?
I would suspect in a few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why didn't we buy it?"
Trade Wars
No one has ever won a trade war. Trade wars always end badly and Mr. Trump and the people around him seem to be very keen on trade wars.
Mr. Trump has talked about them for years. Or he doesn't know history which is possible or he thinks he's smarter than history which is probable. He thinks that he can win a trade war no matter what and therefore he's willing to try and it's getting worse and worse.
Sectors: Agriculture
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.
Stock Market: The Next Bear Market
Trump Is Right About Trade Sectors: Agriculture
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.
Stock Market: 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.
Further reading:
Further reading:
Markets: This Is What Everybody Is Missing
Bitcoin: Is It a Currency?
Monday, June 11, 2018
Markets: Trump & Trade Wars
No one
has ever won a trade war. They always
end badly and Mr. Trump and the people
around him seem to be very keen on trade
wars.
Mr. Trump has talked about them for
years. Or he doesn't know history which is
possible or he thinks he's smarter than
history which is probable. He thinks that he can win a trade war no
matter what and therefore he's willing
to try and it's getting worse and worse.
Russian Stock Market
I would suspect in a
few years we'll look back and say "Oh, remember when the russian stock market was so cheap, why
didn't we buy it?"
Related trading instruments: Market Vector Russia ETF Trust (RSX)
Related trading instruments: Market Vector Russia ETF Trust (RSX)
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)
Friday, June 8, 2018
Blockchain: I Have Not Yet Found A Way To Invest
"I have not yet found a way to
invest in a public company a way to
invest in blockchain."
- Jim Rogers speaking at a Blockchain conference in Miami
"Bitcoin: Is It a Currency?"
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" Ray Dalio:
- Jim Rogers speaking at a Blockchain conference in Miami
"Bitcoin: Is It a Currency?"
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" Ray Dalio:
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"
Tuesday, June 5, 2018
I Did Not Learn Anything From Soros
I did not learn anything from Soros, except that I am not a great trader. Whatever success I have had has come from finding things that are cheap where fundamental change is taking place and buying.
Trade Wars Never Worked
Most people know the
trade wars have never worked. Nobody wins
a trade war, everybody knows that.
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 UpForex: 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 ForumPeter 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)
Peter Schiff: The National Debt Disaster
Further reading:
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% Further reading:
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 MarketJim 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 HigherUS 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).
Tuesday, May 8, 2018
Commodities Outlook: Gold, Crude Oil, Copper
Jim Rogers updates his outlook for commodities in this video interview with Platts.
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
More articles:
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)
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.
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