Sunday, August 11, 2019

Jim Rogers on Recessions

"The way these things have always worked, in 2007, Iceland went bankrupt, and most people had no clue about that and didn't know or care, and then later though, Ireland went bankrupt. Few more people noticed. 

A little while later after that, Bear Stearns went bankrupt. A few more people started noticing. A few weeks later, Northern Rock went bankrupt, then people started catching on. Eventually, Lehman Bros. went bankrupt and by then it was on the evening news all over the world..."

- Source, Jim Rogers via the Street

Thursday, August 8, 2019

Get Ready for the Next Big Bear Market Warns Jim Rogers

Legendary investor Jim Rogers, chairman of Rogers Holdings, is back, and he's warning that the next bear market is going to be "horrible, compounded by too much debt and a trade war."

The longest bull market in American history will be short lived, as macroeconomic problems will surface soon, Rogers said.

"Later, this year or next year when the economies around the world are getting bad, Mr. Trump is going to blame everything on the foreigners, the Chinese, the Germans, the Japanese, everybody, and then the trade war will come back and then it's all over," Rogers told Kitco News.

Rogers added that trade war tensions may escalate as the Trump administration is determined to win.

"Mr. Trump is going to come back. Mr. Trump believes in his soul and his brain that trade wars are good and that he can win trade wars. Mr. Trump knows that he is smarter than everybody else so he knows that he can win a trade war, and it will come back strong. When the American economy gets bad eventually, he's going to blame it on trade and the trade war and it's going to be terrible," he said.

- Source, The Street

Thursday, August 1, 2019

Jim Rogers on the Best Investment for the Next 50 Years


Chairman Jim Rogers of Rogers Holdings Plays a Tournament Game in Which He Decides Where He Would Invest $1 Million for the Next 50 Years.

Saturday, July 27, 2019

Jim Rogers: How To Capitalize On Opportunities In A Changing World


My guest in this episode is a legendary investor, and returning guest, Jim Rogers. Jim Rogers is the Chairman of Rogers Holdings and Beeland Interests, Inc. 

He was the co-founder of the Quantum Fund and Soros Fund Management and he was also the creator of the Rogers International Commodities Index.

Monday, July 22, 2019

Three things India Must Do to Attract Foreign Investment


Three parallels 1807, 1907 and 2007 that influenced Jim on his investing decisions. 

What he finds attractive about Russia and why despite India's potential, he would like to see 3 changes India needs to do to attract significant foreign investment.

Wednesday, July 17, 2019

Investor Jim Rogers Sees Major Market Problems Brewing, Be Prepared Not Blindsided


The longest bull market in American history will be short lived, as macroeconomic problems will surface soon, said investor Jim Rogers, chairman of Rogers Holdings. 

“Later, this year or next year when the economies around the world are getting bad, Mr. Trump is going to blame everything on the foreigners, the Chinese, the Germans, the Japanese, everybody, and then the trade war will come back and then it’s all over,” Rogers told Kitco News.

- Source, Kitco News

Monday, July 8, 2019

Jim Rogers: Why selling China stocks now would be stupid


Legendary American investor Jim Rogers said he has increased his holdings in some Chinese stocks instead of selling them during turbulence in the Chinese market. He said selling the stocks too early could be a lifelong regret.

- Source, New China TV

Thursday, July 4, 2019

Gold price correction to continue: Jim Rogers

Legendary investor Jim Rogers said Wednesday that he’s waiting out gold’s current correction and that things will likely get worse before another bull run begins.

In an interview with the Economic Times, Rogers put gold’s recent bull run in perspective:

“A correction in precious metals was long overduegold was up 12 years in a row. I don’t know about any asset in history which was moving up for 12 years without a declining year.”

“Normally things correct 30-40% every year or two. So, the anomaly in gold was the price action for 12 years. Now hopefully we are having a long overdue and necessary correction. It may take a bit longer for gold to make a new bottom or sound bottom, and then the bull market will continue.”

Rogers said that he’s unable to predict where the price of bullion will be by year’s end but that if it does fall lower, he hopes that he’ll “be smart enough to buy more – and silver as well.”

- Source, Mining.com

Saturday, June 29, 2019

Jim Rogers: Why I Couldn't Buy Ice Cream in China


Legendary hedge fund investor Jim Rogers recalls trying to buy ice cream in China, but getting denied because he didn't have his phone. He says it's time for Americans to face reality when it comes to China and their technology.

Monday, June 17, 2019

Jim Rogers: California and Massachusetts Are More Communist Than China


Legendary hedge fund investor Jim Rogers says the Chinese are probably the best capitalists right now. 

He says California and Massachusetts are more communist than China. Rogers describes the factors that helped create an economic boom in China.

Wednesday, June 12, 2019

Jim Rogers: US China Trade War will BACKFIRE and HURT AMERICA!


We speak to Jim Rodgers, the author of Author, A Bull in China: Investing Profitably in the World's Greatest Market on the US-China trade war, how Trump’s China strategy is hurting America, how sanctions don’t work and how China will withstand America’s onslaught on its economy.

- Source, RT

Wednesday, June 5, 2019

Financial guru bullish on massive project stifled by North Korea's nuclear crisis

Imagine driving from Tokyo all the way to Paris. It sounds crazy, but that’s just what some of the world’s top international investors say could one day become reality — if the North Korean nuclear crisis ever gets resolved.

President Trump speaks broadly of the “awesome” potential for economic development if North Korean leader Kim Jong-un gives up his nuclear weapons. Although talks have stalled, some big-market players are keen to paint a colorful picture of what “awesome” might look like.

Singapore-based financial guru Jim Rogers is pushing perhaps the most enticing proposal: a vast undersea tunnel hopscotching South Korean and Japanese islands in the Korea Strait, which even at their closest point are nearly 80 miles apart.

Such a project would shatter engineering records and dwarf current record-holders as the world’s man-made subterranean passage — the 3-year-old Gotthard Base Tunnel, which stretches 35.5 miles beneath the Swiss Alps. It would also surpass the 33-mile Seikan Tunnel, which connects the Japanese islands of Honshu and Hokkaido and features a nearly 15-mile section running beneath the seabed.

“Think railways and highways with links going up through North Korea, across Russia and all the way to Paris and Rome,” Mr. Rogers told The Washington Times in a recent interview.

He freely acknowledges the obstacles, both physical and political, to such a route, not least of which is the heavily armed Demilitarized Zone that has blocked the passage of goods, people and everything else between the two Koreas since the early 1950s.

But echoing Mr. Trump, Mr. Rogers speaks openly of the vast economic potential that would be unleashed if the Korean Peninsula is denuclearized and “the problem of the 38th parallel is no longer an issue.”

Tourism and trade could flow freely through such a tunnel, he said, paving the way for the land-based movement of goods between Europe and the farthest, most profitable reaches of East Asia, at speeds far greater than imaginable in today’s world of seafaring cargo ships.

“It could happen in our lifetime,” said Mr. Rogers, 76, an American businessman and heavyweight financial commentator perhaps best known as a co-founder of the Quantum Fund and Soros Fund Management. He spoke at a conference last week in Seoul looking at the economic prospects that a peaceful Korean Peninsula could generate.

“Railroads on the west and east coasts of South Korea are already being built,” he said. “So you could put goods on a train in Japan and make it to Berlin in a matter of three weeks. It’s going to save an enormous amount of time.”

Three weeks is less than half the roughly 50 days it takes today for goods from Japan to make it to Europe by ship, traversing some 13,000 nautical miles through the Indian Ocean, the Suez Canal and the Mediterranean.

Anything is possible. China, for instance, drew global attention last year by inaugurating what is now called “the world’s longest sea bridge,” a 34-mile expanse of bridge and tunnel stretching from Hong Kong to the city of Zhuhai on the Chinese mainland.

Daunting landscape

A South Korea to Japan tunnel would be nearly three times as long and faces a far more daunting political and diplomatic landscape.

After war rhetoric soared in the early months of his administration, President Trump has changed the dynamic of the crisis with his unprecedented face-to-face summit with Mr. Kim that was supported by South Korea.

But an unsuccessful second summit in Vietnam in February and a subsequent round of short-range missile tests by Pyongyang have cast a deep shadow over the talks, even as Mr. Trump insists he remains committed to his diplomatic path.

“The danger of harsh talk slipping suddenly into all-out war is much greater today than it has ever been,” former CIA Director James Woolsey said last week.

“The reason for this is that the speed at which information, misunderstandings and events move in the world of advanced technology is unprecedented,” Mr. Woolsey, who headed the CIA during the Clinton administration from 1993 to 1995 and more recently advised Mr. Trump’s 2016 presidential campaign, told an audience in Seoul.

He spoke at a “Rally for the Peaceful Reunification of Korea.” The event in Seoul was headlined by a speech from Hak Ja Han Moon, widow of Rev. Sun Myung Moon, the leader of the Unification movement founded in 1954, a year after war between North and South Korea was frozen by a U.S.-backed armistice. Rev. Moon was a longtime proponent of the South Korea-Japan tunnel and first broached the idea of a “Great Asian Highway” nearly four decades ago.

In a presentation Friday at an international leadership conference on the sidelines of the reunification rally in Seoul, analysts predicted that a South Korea to Japan tunnel could be completed in as little as 10 years with the right mix of government support and private capital.

Yoshimitsu Nishikawa, a professor at Tokyo University in Japan, noted that others besides Rev. Moon have pushed for the tunnel project and projected that it would cost “approximately $100 billion” to create “a magnificent undersea tunnel connecting the [80 miles] of sea separating Japan and Korea.”

The notion of such a tunnel has been bounced around for more than a century, but it wasn’t until the 1940s that serious planning documents emerged with the idea of a tunnel crossing the Korea Strait, with possible stopping points at Iki and Tsushima — two tiny islands in the strait between the Korean Peninsula and Japan.

The Japanese and South Korean governments — despite a history of prickly bilateral relations on a range of issues — have given the proposal serious review over the past decade, although it has struggled to gain traction given the crisis in North Korea and the international sanctions on its economy.

But Mr. Rogers said the slowdown in diplomacy with North Korea is “a blip that when we look back in 20 years, nobody will even remember.”

“Everyone wants the 38th parallel to come down at this point. China wants it, Russia wants it, North Korea and South Korea want it,” he said, noting that the past year of North-South detente has created a situation in which “the North and the South have started removing lots of land mines and guard posts” that had been permanent fixtures of the Demilitarized Zone for more than five decades.

- Source, Washington Times

Saturday, June 1, 2019

Don't miss the signs like in 2008, bear market is coming, reiterates Jim Rogers

Investment guru Jim Rogers is still not invested in India, as the market was trending upwards till recently. He believes it is about time India opens up all its markets – including currency and agriculture. In a phone conversation from Singapore with ETMarkets.com last week, Rogers, 76, reiterated his fear that a big bear market was in the offing. He warned that the world was missing the small signs, similar to earlier times, and these troubles could snowball into a crisis. 

Edited excerpts:

You had been shorting India in 2015 I believe and you were not invested in India. Since then, have you invested in India of late or what is the case?

I invested in India before Mr Modi was elected and I owned the Indian shares but then, after a few weeks seeing that he did not do much, I sold Indian shares and I have had no position in India since.

What holds you back from investing in India?

Mainly because it is actually going up and I like to buy stocks when they are going down, not when they are going up.

In what scenario would you invest in India? Are you waiting for a correction to invest in India or are you waiting for some policy changes to invest in India?

Well, mainly I am cautious about the stocks all over the world now except for a couple of places, where they are down a lot. If and when stocks all over the world go down or if and when India goes down a lot, then I would certainly re-examine India.

We are in the middle of an election season out here and the results will be out before the end of this month. What could be the best possible election result scenario according to the Indian markets?

I guess the stock market would prefer Mr Modi.

- Source, Economic Times India, read more here

Monday, May 27, 2019

Jim Rogers Warns: Worst Bear Market Is Coming

On a recent call with ETMarkets.com, no-nonsense economic guru Jim Rogers restated his concern that a bear market was on the way, and investors should be on the lookout for small signs to avoid another crisis like 2008.

Although Rogers could not give a timeline for the bear market to arrive, he did say that it will be the “worst in my lifetime,” a prediction he’s stuck by for a while now, and the key to spotting a market correction lies within smaller markets.

ow do you view US stock markets currently?

I am not investing in US stock market because I expect problems to come in the next year or two. I am not buying shares.

In the US market, some of the stocks like Apple and Google go up every day. They never go down, which is a dangerous sign in any stock markets. When you have a few stocks always going up and the movement has been concentrated and that seems to be what is happening in the US stock market.

Any timeline, any horizon that you have for this bear market that you are foreseeing?

No, I will just say it will be the worst in my lifetime. It has been over 10 years since we had a serious bear market in the United States. I would suspect by the end of this year or next year, it will start. These things always start small, where people are not looking and then they work to the major markets, and then you see them on the major news.

In 2007, Iceland went bankrupt but nobody noticed or cared. Then Ireland went bankrupt. Then a few weeks later, Bear Sterns went bankrupt and a few weeks later Northern Rock, the English Bank, went bankrupt. Then eventually Lehman brothers went bankrupt and by then, everybody knew there was a problem. But it had been there for over a year and it has always worked that way. It starts when we are not watching. It has already started. Latvia collapsed. Argentina, Venezuela, Turkey, some banks in India are having problems, Indonesia has started having problems. It has not made to evening news yet.

All these markets are small but until they make it to the big markets, people do not notice.


- Source, Money and Markets, read more here

Friday, May 17, 2019

The Coming Crash, Gold, Bitcoin and Asia, What's Next?


Despite my technical difficulties I had a great interview with Jim Rogers. We talk about the coming crash he sees, gold, bitcoin and more!

- Source, Talk Liberty

Monday, May 13, 2019

Perfect Timing: A Lesson Learned the Hard Way


Jim Rogers talks with Steve Diggle about tripling his money and then giving it all back. The self-described “worst trader in the world” sheds light on how to think independently in order to see the truth.

- Source, Real Vision

Saturday, May 4, 2019

Jim Rogers is the Latest Investing Guru to Launch an ETF to Trade Like Them

Jim Rogers is the latest investing guru to venture away from active management by attaching his name to an exchange-traded fund.

The Rogers AI Global Macro ETF (BIKR) launches Thursday in New York. It’s based on an index that tracks a model Rogers, 75, and his team at Ocean Capital Advisors have created using machine learning to analyze global economic data. The ETF, which primarily follows U.S.-listed single-country ETFs, will rebalance monthly based on that analysis.

“We think it will hit a particular segment of the market that has followed Jim and is interested in following him in an ETF,” said Sam Masucci, founder and CEO of ETF Managers Group, Ocean’s partner in launching the fund.

The fund’s launch follows that of the NYSE Pickens Oil Response ETF (BOON)in February. Noted oil investor T. Boone Pickens’ firm, BP Capital Advisors, and the New York Stock Exchange created the fund to track both producers and consumers of U.S. oil and gas. Pickens, 90, has disclosed his health is declining and announced in January the closure of his hedge fund. BP Capital will still operate its energy-focused mutual funds.

BOON is up 7 percent this quarter.

“If you have the brand that these investors do, you might as well leverage it,” said Matt Markiewicz, former director at BlackRock iShares and director at Innovation Shares, which launched a blockchain ETF this year.

“Half of the ETF game is about marketing and distribution,” he said.

Rogers co-founded the Quantum Fund with George Soros in the 1970s, which in its heyday gave investors massive outperformance versus the S&P 500. Rogers then went on to launch the Rogers International Commodity Index, which is up more than 140 percent from August 1998 to December. He is now chairman at Ocean Capital Advisors.

“The internet and artificial intelligence are changing and have changed everything we know including finance and investing; Ocean’s new ETF is part of the same trend,” Rogers said in a statement. “I hope we get it right. We will all be extremely pleased someday if we do.”

Exchange-traded products track a basket of stocks or assets. The funds trade on exchanges like stocks, and their low fees have drawn investors away from the traditional, typically more expensive route of hiring a money manager to actively pick stocks.

That said, it’s unclear whether strategies well-known investors have used to make a fortune in hard assets such as commodities will translate well to an ETF. Simply having the brand of a well-known investor may also not be enough to attract money in the crowded world of exchange-traded funds.

- Source, CNBC

Monday, April 29, 2019

Wiener Börse Insights: Talk with Jim Rogers


CEO Christoph Boschan and Jim Rogers, who jointly invented Quantum Funds together with George Soros in the early 1970s and became a national capital market hero when we woke up the Vienna Stock Exchange in 1985, in a spontaneous interview. 

The V-Log "Wiener Börse Insights" shows you the work of a stock exchange behind the scenes or gives you spontaneous insights. This format was produced on a mobile device.

- Source, Vienna Stock Exchange

Sunday, April 21, 2019

Jim Rogers: Investing in the Real World


Topics: 

1. How Jim got started in Investing 
2. Process for developing a Trade Idea 
3. Jim’s Edge in Investing 
4. Position Sizing for an Investment 
5. Bubbles & Collapses 
6. What Yield Curves are Signaling 
7. MMT – Modern Monetary Theory 
8. Gold, Silver, US Dollar & Cryptocurrencies 
9. Central Banks


Tuesday, April 16, 2019

Jim Rogers: The Coming Global Financial Crisis Will Be The Worst In Our Lifetime


Renown investor Jim Rogers joins Geopolitics & Empire to discuss the coming global financial crisis, what central banks will do to delay the inevitable, the dollar and de-dollarization, the Eurozone, gold, China and the Asian Century, President Trump and the political divisions in America, and what the American Empire's wars abroad mean for the world and the USA.


Wednesday, April 10, 2019

Investor Jim Rogers Bullish on North Korea Amid Global Economic Woes

Famed financial guru Jim Rogers predicts North Korea will be the biggest investment opportunity over the next 20 years even though the world is facing the "worst" economic crisis in his lifetime.

The investor, who co-founded the well-known Quantum Fund with George Soros in the 1970s, said he was confident about the potential of North Korea despite the collapse of talks last week between U.S. President Donald Trump and North Korean leader Kim Jong Un to denuclearize the Korean peninsula.

"The process has slowed but [it] will continue," he told Nikkei in a recent interview.

There were considerable investment opportunities on the Korean Peninsula. North Korea "wants to denuclearize and open up. The Chinese and Russians are pouring into North Korea because they see great opportunities," he said. "There are [vast] natural resources [as well as] dedicated, cheap and educated laborers."

In South Korea, there is also "lots of capital and management expertise," he noted. However, he also expressed concern that the U.S. military, which has thousands of troops stationed on the peninsula, could hinder North Korea's opening. "They do not want to leave," he said.

Rogers also expressed fears about the world heading into a major economic crisis fueled by overwhelming debt, which he claims started because of the loose monetary policy in the U.S.

"We're closer to the end," said Rogers, who is also the creator of the Rogers International Commodities Index and shairman of Rogers Holdings. The U.S. has been experiencing a long period of continued economic expansion in which "it's been over 10 years since we had a bear market or an economic problem in America," although he noted that this does not necessarily mean the economy is headed downward.

While there is still the possibility of expansion "lasting another 10 years," he said he has nevertheless been preparing to weather a financial storm. "The next economic problem will be the worst in my lifetime," he added, and stressed that since the global financial crisis in 2008, debt has skyrocketed worldwide, to the point that it is "out of control."

The investor brought up examples from the past. "In 2007, when Iceland went bankrupt, nobody knew where Iceland was." However, Ireland, then iconic firms including Bear Stearns and Lehman Brothers soon followed and went bankrupt, which made everybody realize that the "bear market had started." He compared this snowball effect to the current situation in which Latvia faced a financial crisis, then Argentina and then Turkey.

When asked what could trigger an economic crisis, he said that "unexpected corporate and local government bankruptcies in China will be the cause." In the past five to 10 years, debt has accumulated there. Although the government is trying to reduce the amount of debt, "when everybody starts cutting back, the economy will start to slow down."

China is also engaged in a trade war with the U.S. Rogers believes there will be "good news" in the near future where "the Chinese will agree to buy more agriculture, for instance, or might agree to purchase more energy from the U.S." However, his long term outlook is more pessimistic. "I know things will get bad a few months from now or a year from now," he said. He also noted that Singapore is in a sticky situation where "the economy is starting to feel the effects of the China-U.S. tension."

Regarding the U.S. Federal Reserve, which has indicated that it wants to keep interest rates steady while also eyeing an end to the balance sheet reduction, he said, "In the short run, it will make the circulation of money better." However, he was also critical, saying, "More money, happy days for a while. The American central bank started this whole thing. They didn't know what they were doing. Major central banks printed unlimited amounts of money and now they're buying stocks and bonds. This is insane. This is not the way central banks are supposed to operate."

Interest rates have been the lowest in history. "If they continue in this way, debt will rise even more. If we all cut spending and stop printing money and reduce debt, that alone will cause problems. If we don't do it, the market will make us do it."

Currently, Rogers is keeping his assets safe, revealing that he owns "a lot of cash." On the other hand, the investor also commented, "I own Russian bonds in rubles in the short term, and recently I bought more Russian stocks. I own China too but have not bought any recently. When they go down, I would like to buy more."

Africa is another region of interest. Rogers has "bought [a little in] Zimbabwe stocks," as well as owning "a little in Ghana stocks." Looking forward, "I would like to buy Venezuela," he revealed. "I have learned that if you buy after a disaster, you gain after three to six years."

Rogers, once an avid Japanese stock investor, has offloaded his holdings. "I owned Japanese stocks for seven to eight years but then I sold [them] last fall. I own nothing in Japan: no currency, no bonds, no stocks. Japan has been ruined," he said. When asked why, he explained that raising taxes when [Japan] should be cutting them and printing more money "made me click."


- Source, Asia Nikkei

Saturday, April 6, 2019

Jim Rogers unfazed by summit collapse, says North Korea still attractive

Jim Rogers, a famed investor and chairman of Rogers Holdings, said a unified Korea is just around the corner and the Korean Peninsula will be the world’s most attractive place to put money on.

Describing the botched US-North Korea summit in Hanoi last week as only a “bump in the road,” Rogers said the reunification of the two Koreas is already happening.

“It’s a delay and it’s something that’s inevitable. It’s going to happen. ... North Korea wants it, South Korea wants it, China wants it (and) Russia wants it,” the renowned investor said in an interview with KBS World Radio News on Wednesday.


As to why the summit failed, he said a mistake was made, but everyone involved wants an agreement, especially Kim.

“Communism totally ruined North Korea. They don’t have anything in North Korea. They don’t have tables, electricity, (and) soap. They don’t have anything so there are huge opportunities in a country which is opening up,” he said.

He added that nobody foresaw reunification in Germany and that the Korean Peninsula is going to be the most exciting place in the world in the next 10 to 20 years.

Rogers, who once said he would “put all of my money” in North Korea, became an outside director of Ananti, the only South Korean resort operator in the North, in December.

He has said the country would have great potential if it opens up, noting that a unified Korea would make it an ideal region for investment due to abundant natural resources and cheap labor in the North, and capital and know-how in the South.

Regarding news reports last month that he plans to visit North Korea in March at the invitation of Chairman Kim Jong-un, Rogers said he is willing to visit the nation anytime, though he has neither been invited nor heard about anything yet.

The interview with Rogers regarding his views on the US-North Korea summit and the future of the Korean Peninsula aired on the KBS Radio mobile app from 7:10 p.m. to 8 p.m. Wednesday.


- Source, Korea Herald

Monday, April 1, 2019

Jim Rogers On Untapped Prospects


"You should come to Korea. Korea is going to be an extremely exciting country for the next 10, 20 years." 

"Donald Trump should take the American troops home tomorrow and say guys, [North and South Korea] this is your problem. 

You sort it out. President Moon should go up to the border and open the border just like in Germany." 

"North Korean leader Kim Jong-un and President Moon should meet at the border, take down the border and have a K-POP concert."

- Source, ARIRANG TV

Thursday, March 14, 2019

The Future of Money


Jim Rogers shares his thoughts on cryptocurrency, the world economy and the upcoming financial crisis; as well as what you can do to prepare for it.


Sunday, March 10, 2019

Jim Rogers: You Better Prepare for Trouble


Jim Rogers is a legendary investor from the US, who is frequently featured on both mainstream and alternative financial news media outlets. 

He is most famous for having co-founded and run the wildly successful Quantum Fund with George Soros on Wall Street in the 1970’s.

- Source, John Vallis

Tuesday, March 5, 2019

Jim Rogers: Cannabis will Be a Great Investment


Legendary investor and chairman of Rogers Holdings, Jim Rogers, told IGTV’s Victoria Scholar the cannabis market was ‘going to get bigger and bigger’. 

He says he has a private cannabis company in Colombia but he’s not yet invested in any public stocks in the sector. 

Meanwhile, Rogers says he’s ‘very very optimistic’ on North Korea, adding, however, that he doesn’t want to be ‘rich and in jail’.

- Source, IG UK

Friday, February 22, 2019

Friday, February 15, 2019

Jim Rogers: What if Gold Doesn't Pullback?



The spot price of gold is finishing just over $1320 per troy ounce. Which the silver spot price is closing at $15.84 oz in Fiat Federal Reserve note terms. 

This week, we have a returning guest, Legendary investor and commodity expert, Jim Rogers joins us from Singapore. 

Learn what Jim thinks about our potential negative interest rate future ahead, what he will do if gold and the US dollar decouple with out a major pullback in the medium to short-term. 

And finally we cover some personal news about Jim's two young daughters who are rising stars in China. 

Stick around for the clips at the end of the show to see footage of Jim on his motorcycle tour through China in the 1980s as well as hear from 2 of his greatest investments to date.

- Source, Silver Doctors

Friday, February 8, 2019

Jim Rogers: India’s Government is Making All the Wrong Moves


How does the world see Budget 2019, Know from Jim Rogers, American Businessman. 

The World is One News, WION examines global issues with in-depth analysis. We provide much more than the news of the day. Our aim is to empower people to explore their world.

- Source, WION

Sunday, January 27, 2019

Legendary Investor Jim Rogers Shares His Investing Philosophy

Jim Rogers is a retired hedge fund manager and veteran investor best known for co-founding the Quantum Fund with George Soros. With over 50 years of experience in the finance industry, and with a reputation for often contrarian views of the markets, Rogers is an excellent source of investing wisdom.

Although Rogers has dealt in a wide variety of asset classes, from stocks to bonds to commodities, his investing principles are just as applicable to retail investors as they are to institutional players.

Why trading is not investment, and why price does not equal value

We have written previously on the difference between speculation and investment. In an interview with Jack Schwager in his book, "Market Wizards," Rogers provides his own distinction:

"I don’t consider myself a trader. I remember when I went to buy German stocks in 1982, I said to the broker: 'I want you to buy me X, Y and Z stocks.' 

The broker, who didn’t know me, asked, 'What do I do next?" I said, 'You buy the stocks and send me the confirmations.' He asked, 'Do you want me to send you some research?' I said, 'Please don’t do that.' 

He asked, 'Do you want me to send you opinions?' I said, 'No, no, don’t.' He asked, 'Do you want me to call you with prices?' I said, 'No, don’t even give me the prices, because if you do, once I see that these stocks have doubled and tripled, I might be tempted to sell them. 

I plan to own German stocks for at least three years, because I think you are about to have the biggest bull market you’ve had in two or three generations.' Needless to say, the broker was dumbfounded; he thought I was a madman.”

Although such extreme long-termism and disregard for price might be a bit too much for even the most ardent proponent of the Ben Graham value investing school, the overall principle here is recognizable: price does not equal value. 

Traders and speculators are concerned with price action; value investors care about long-term value. In this case, the long-term value was in a German market that had been underperforming for decades, even while the underlying economy was booming. As it happens, the market-friendly Christian Democrats came to power and ousted the ruling Socialists in 1982, triggering exactly the kind of bull market that Rogers was forecasting.

Why doing nothing is often better than doing something

Even conservative investors can fall prey to a fear of missing out on what they perceive as an opportunity to make easy money. Rogers expands on this point in the same interview:

“One of the best rules anyone can learn about investing is to do nothing, absolutely nothing, unless there is something to do. Most people - not that I’m better than most people - always have to be playing, they always have to be doing something. 

They make a big play and say, 'Boy, am I smart, I just tripled my money.' Then they rush out and have to do something else with that money. 

They can’t just sit there and wait for something new to develop…I just wait until there is money lying in the corner, and all I have to do is go over there and pick it up. I do nothing in the meantime.”

- Source, Guru Focus, Read More Here

Tuesday, January 22, 2019

Jim Rogers on Investing in 2019 and the US Debt Problem


Jim Rogers is an American businessman and financial commentator based in Singapore. 

He is the Chairman of Rogers Holdings and Beeland Interests, Inc. In 1973, 

Jim co-founded of the Quantum Fund with George Soros and having retired at the age of 37, Jim spent some of his time traveling on a motorcycle around the world - a Guinness World Record and one which is documented in Investment Biker, a international bestselling book. 

He has been a guest professor of finance at the Columbia Business School.


Saturday, January 12, 2019

Jim Rogers: Prepare for Trouble in 2019


"Jim Rogers is a legendary investor from the US, who is frequently featured on both mainstream and alternative financial news media outlets. He is most famous for having co-founded and run the wildly successful Quantum Fund with George Soros on Wall Street in the 1970’s. 

Since then, Jim has travelledextensively around the world, on motorcycle and by car, earning a place in the Guinness Book of World Records for his efforts. 

He’s written several books on investing (as well as parenting after coming to fatherhood later in life), which detail his primary investment philosophies held over the last few decades, which, simpy put are, a focus on China (and Asia generally), as well as commodities, for which he founded the Roger’s International Commodities Index. 

In accordance with these views, Jim moved his family to Singapore in 2007, as he wanted his daughters to grow up speaking Mandarin and being familiar with China/Asia, in order to maximize their ability to create a happy and prosperous life for themselves in the future. He is a vocal critic of the ‘bureaucrats in Washington’, especially when it comes to their addiction to debt, economic incompetence, and abuse of their power to issue currency. 

As you’ll see in this discussion, he believes that similar behaviour by most major governments will have disastrous effects in the very near future(hence the bet on commodities). 

Anyways, I’ve been following Jim’s work for many years, so it was a real pleasure to be welcomed into his home for a chat on a rainy day in Singapore.,” writes John Vallies.


Tuesday, January 8, 2019

Jim Rogers on Investing in 2019 and the US Debt Problem


Jim Rogers is an American businessman and financial commentator based in Singapore. He is the Chairman of Rogers Holdings and Beeland Interests, Inc. 

In 1973, Jim co-founded of the Quantum Fund with George Soros and having retired at the age of 37, Jim spent some of his time traveling on a motorcycle around the world - a Guinness World Record and one which is documented in Investment Biker, a international bestselling book. 

He has been a guest professor of finance at the Columbia Business School. In 1998 he created the Rogers International Commodities Index (RICI) and has been an outspoken advocate of agriculture investments. Between 1999 and 2002, Jim and his wife did another Guinness World Record journey travelling 116 countries in a custom-made Mercedes. 

He wrote Adventure Capitalist following this around-the-world adventure. In 2007, Jim moved to Singapore due to the investment growth potential in Asia. 

In this episode Jim shares some excellent advice about how you should approach investing and what the next 10 to 20 years could turn out for the global economy. 

He suggests that North Korea, Russia and agriculture are contrarian bets that will have positive payoffs for those of us willing to go against the crowd. 

Also, I ask him about his views on cryptos and blockchain and whether he as any advice for you if you feel stuck in your job or if you’re undecided about what you should do if starting out on your career path.


Thursday, January 3, 2019

When People Lose Confidence in Government, They Always Buy Gold And Silver


With the stock, bond, and real estate bubbles teetering, there's perhaps no one in the world more qualified to explain what's happening than legendary investor and author Jim Rogers. 

Who was kind enough to join Chris Marcus on "Inside the Markets" to talk about the stock, bond, gold and silver markets. Jim talked about the risks he's seeing over the next year that no one else is looking at. 

What's going to happen if interest rates keep rising. And how whenever people lose confidence in the governments and money, they always buy gold and silver. 

It's a great interview with one of the finest investment minds of our generation. So to be properly prepared for what's about to come, click to watch the interview now!

- Source, Stock Pulse