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- On China and What the World Won’t See During the Olympics [view article]
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- Finding Your Comfort Zone with Currency Investing [view article]
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- Multinational Corporations Step Up the Search for the Next China [view article]
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- Jim Rogers' Picks and Pans - Barron's Interview [view article]
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- Getting Through the Mess in the Markets
- On China and What the World Won’t See During the Olympics
- China's Impending Financial Crisis
- Good Time to Buy Chinese Currency: Follow the 'Hot Money'
- Finding Your Comfort Zone with Currency Investing
- Multinational Corporations Step Up the Search for the Next China
- Wednesday Currency Roundup
- Six Ways to Trade Foreign Currencies
- As Traders Prepare for the Long Weekend, Dollar Goes Soft
- New Currency ETFs - Give Them Some Time
- Full List of Articles »
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Clitosil - water - look at PHO, an ETF with about 35 names or so, various companies that deal with potential water shortages, purification, etc... If you go to PowerShares.com, products, you'll find it and can find out all the names in their fund (Winderhill Fund, I think). Good luck. ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
how do you invest in water?Reply
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Rogers is a boorish blowhard, but he understands that the inflation cycle has another decade or more to run. He was negative on investing "IN" China for a long time because of the legal system and lack of financial transparency. He said he'd rather invest in things they were going to buy so much of that they had to go up in price. I still think that is a better plan than investing "IN" China.My guess is he got angry with the US because a lot of his commodity fund clients in the US and Europe got caught and lost a lot when the "famous" brokerage Hillary made her cattle killing on went belly up.
Singapore is a good place to trade from, and the climate is no worse than NYC in the summer. He can fly all over Asia to bad mouth the US and get new clients. He'll fit right in in the rich Maylasian highlands in the summer...... A nice country club life for an aging billionaire who's burned his bridges here. Reply
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Let's put it this way, Rogers has been spot on with china, read his books understand what he is trying to explain, it helps with understanding his thinking. people tend to be a bit too patriotic and ends up being bias towards the west, cause of their misunderstanding of eastern culture, the main thing is Rogers doesnt care who or what you are, he just knows what he sees and observes and decides whether your worth his money, or not.... China obviously impressed him in his first book, why? because he saw the simplicity of capitalism at work, and it was at work better and more efficient than he expected.. which was why his bullishness for the country is high.. is it high risk tooo? yes of course, but so was the states back in the industrial revolution.. soo what makes china different from way back when? that's right, there is no difference, china now is like the USA right after or during the industrial revolution.. that occurred in the states. ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
China is not standing still. Yes, they have problems, but they are working on them and they have the capacity to leap into the 2lst Century. They don't have to reinvent the wheel. Look at theaccomplishment of the 3 Gorge Dam that is 5 times larger than Hoover Dam and supplies electrical power equal to 15 nuclear power plants.
China is not above getting expert guidance from other nations, including the US, to help solve her polluted air and water. Patience my friends, big problems take time to materialize. Reply
Jim Rogers' Picks and Pans - Barron's Interview [view article]
"You guys; almost retarded; "Someone needs to bone up on when to use semicolons.
"China does not want your investment as there are too much money there already."
On second thought, that may be too advanced.
Reply
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Even the great Jim Rogers will take note of Petrobras', (PBR), announcement of a 33 Billion Barrel find of Oil off their coast, (this is on top of their find out in the Atlantic a month or two ago). To top things off, PBR officials said there could be substantial oil finds in other oceans around the world, (and that is 70% of the earth's surface). ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
You guys; almost retarded; China does not want your investment as there are too much money there already. China's export to the developed nations in 2007 only takes less than 10% of it's GDP; it is already the biggest phones market and 2rd biggest car market overtasking Japan. China can prosper without selling a thing to the rest of the world. Now it's about how much the West can sell to China if you guys want get out of your economic slump; by talking down China is definitely going to help you on that front. good luck and good night! ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
Inflation will impact every thing in the long run. Commodities are so volatile that only the experts should delve into this field. Water will be the next petroleum and world-wide birth control is over the horizon. ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
Personal opinion: agree with Rogers that Water will be a ever-increasing valuable commodity of the future - we have already seen droughts in the Southern USA which basically caused a couple of states to feud last year over water rights - our monthly utility water bill is still a pittance when compared to your heating and electric bills, so there is obviously much room for future increase -- there will be wars in the future over water - question is, how do you play the growing importance of drinkable water as an investment -- i would say a sector etf or fund, water utilities, infrastructure, new technologies (desalinization of sea water), etc, would be good plays in general ReplyJim Rogers' Picks and Pans - Barron's Interview [view article]
To all of you who commented: Verrrrrry interesting comments, indeed. I will continue to be aggressive in gold/silver, but Jim's other ventures, nah, I'll pass, thank you very much. Replyr
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Jim Rogers made 4200% in the difficult market of the 1970s. To say he has no credibility is stupid,IMHO. He bought into commodities in 1999, when people laughed at him. He has been short the USD for a 6 years, and all the financials when they were nea their tops. He states that commodities are in a bull market. he didnt say they wouldnt down. Things do go down in bull markets. Look at the last bullmarket in commodities. There were big corrections, but they went on to make new highs. Gold went up by a multiple of 25 in the last bull market from 35$ to 800$. Gold is only up 3.5 times from its low at the start of this bull market.This is not a commodity bubble, nowhere near it. It is a money printing bubble. The USD is being debased by the FED and will continue to be. The prices of commodities are relevant to what currency you use. Its a bubble in USD terms, but its not a bubble so much in other currencies, especially if one uses gold as a currency.
Rogers puts his money where his mouth is. He has been wrong in the past, but when he is right he is very right, and when he is wrong he takes his losses and moves on. George Soros said that he was a great source of ideas and was able to do the work of 6 analysts. Reply
Tiedeman
Jim Rogers' Picks and Pans - Barron's Interview [view article]
CNY looks very interesting. ReplyDiversificat
ion
Jim Rogers' Picks and Pans - Barron's Interview [view article]
I'm sure even Jim Rogers would advise others to be careful about doing what he does. His books on the subject - as I think you point out - have glaringly omitted any discussion of the downside case for commodities. His view about commodity cycles is not a subject of complete agreement, even by commodities investors.I am watching "nontraditional&q... commodities -- water (esp in Asia), rare earths, and possibly uranium. Reply
Jim Rogers' Picks and Pans - Barron's Interview [view article]
Remember guys that Rogers has an agenda here.He is tauting the investments that he makes to bring in more buyers so that his investments will go up more.
When he tells people to sell, he already sold. Then he will buy back in when everyone else is selling.
After all, his background is hedge funds. Reply