Rogers Bearish On U.S. Long Term Bond

The United States long term bond made its low in 1981 and went up for 31 years. It`s not cheap, you know. Long term interest rates in the world are near historic lows, so they are certainly not cheap. It does not mean that bonds can`t go up more but certainly they are not cheap.

I am thinking about selling them short. I sold them short in the past, I am not short at the moment. If you own bonds you should think about selling them unless they are very short term bonds.


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).

Japan: Still Neglected To Some Extent

"I don't know if it's ignored or not, but it's down 60 to 70 percent from its all-time highs, so it's still neglected to some extent. Sure, it's doubled in the last year, but its all-time high is 24 years ago." - in Money News


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).

Rogers Pessimistic on the Long Term Outcomes of Abenomics

Rogers said he had added to Chinese financials stocks as a longer term bet.

‘Maybe we will have more problems in that area coming soon and so don’t jump right in. Five to ten years from now, I do think though that we will have some staggering opportunities,’ he said.

While Rogers is pessimistic on the long term outcomes of Abenomics for Japan’s currency and debt levels, he sees stock opportunities in Japan’s recent law passed on allowing individuals to invest in tax-free accounts.

'People are going to invest with the names they know,' he added, commenting on the stock Nippon Telegraph & Telephone, that he recently added to the portfolio.

- in City Wire



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).