Monday, January 13, 2014

Markets: Be Very Careful

The world has got this artificial situation and it can go on for a while longer. In America there is no constraint at all in Congress and in the Federal Reserve. And no other central bank in the world has any constraint now. So this can go on longer than any of us can expect, including me. But be very careful because it is artificial, The world economy as a whole is not getting much better.

Jim Rogers is a bestselling author, financial commentator and successful international investor. Rogers was a co-founder of the Quantum Fund (considered to be the first truly international fund of its kind) and is the creator of the Rogers International Commodities Index (RICI).

Investments: Short Junk & Government Bonds, Long Airlines & Russia

I am pretty lazy and lethargic but whenever I see an opportunity, I hope I am smart enough to act. I do have some shorts in junk bonds. I messed up in shorting the bond markets a few times in the last several years. This time its working. Eventually the 30 year bull market in bonds is going to come to an end. It may have come to an end, I don`t know. As far as other things, when I think I see something that is a good opportunity, I invest. You may remember that I bought some airlines a few years ago, I have been buying more airlines recently. Russia, I was pessimistic about it for 46 years, I am now investing in Russia.

Jim Rogers is a bestselling author, financial commentator and successful international investor. Rogers was a co-founder of the Quantum Fund (considered to be the first truly international fund of its kind) and is the creator of the Rogers International Commodities Index (RICI).

China: Finding Places Where The Government Is Going To Invest

They had a big session in November, the Chinese said it was as important as the big session they had in 1978 when Deng Xiaoping said, "we have to change everything we have been doing for the past few hundred years", and then again in 1993, they again changed and opened to the world. So, they say this session was as important as those two. If you read it carefully you might find some places where they are going to put a lot of money and if the Chinese government or any government, especially a big government is going to put a lot of money, I like to put my money there too.

Jim Rogers is a bestselling author, financial commentator and successful international investor. Rogers was a co-founder of the Quantum Fund (considered to be the first truly international fund of its kind) and is the creator of the Rogers International Commodities Index (RICI).


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