Wednesday, January 15, 2014

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).

Jim Rogers worries about Japan population


If the current birth rate, which is the lowest in the major developed countries, continues, there will be no Japanese. Who will pay the enormous debt?

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).

No One Wins in a Currency War



We’re all losing in currency wars. How long can it go on? Well, it can go on as long as politicians can continue to print money. The problem is, of course, eventually the markets will just say, “We’re not going to play this game anymore” and we’ll have a serious collapse. You and I can print money all day long, but at some point, you, I and everybody else is going to say, “Wait a minute, guys, this money is getting worse and worse and more and more worthless, so why don’t we stop playing this game?” I wish the politicians were smart enough at some point to say, “We’ve got to stop this, this is going to be bad.”

But unfortunately they never have, and probably never will. Mr. Bernanke is certainly not going to stop it, because he doesn’t want to go down in history as causing the collapse. Mrs. Yellen, when she comes in, she’s not going to stop it, first of all she doesn’t believe in stopping it, she thinks printing money is good. And she knows – I hope she’s smart enough to know – that if she stops, oh my gosh, it’s going to collapse. So she’s not going to stop. Nobody wants to go down as causing the collapse of the world. So I’m afraid this is going to go on until the market eventually says to them, “Okay, enough is enough,” we have a big collapse and then they’re all thrown out and we can start over.
- Source, Birch Gold Group:




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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