sorgmot

Jim Rogers Still Bullish on Commodities, Bearish on the Fed

The US$ is cascading downward against the Yen and should reach 50 Yen in 2012. The US$ is ending its uptick against the Euro and should hit should hit one half Euro in 2012.

There will be endless declines in the US$ against those two currencies as long as the USA governments take over all economic business decision making in the USA.

Guess who; just won World War II?

Good Luck.

Second Worst Month For Commodities Ever

Douglas Adams, Hitchhikers Guide to the Galaxy say the answer is 42.

The long credit cycle would be at about 1938 now.

The big difference is that the British pound was then under pressure as is the USA dollar now. The pound settled to one fifth of its former value against the US dollar (that is pound at one US dollar)and has only recovered to 2 US dollars since the US doller has strarted to fall against foreign currencies and gold.

All that doesn't give a precise US dollar to gold ratio so why not go for 42 times 32 or 1250 per ounze.

And look for the dollar to keep on declining against gold and the currencies of countries that are not borrowing credit from abroad using their own currencies.

Big Money Is Betting on Inflation, Not the Economy

Thank you for the very informative chart. Notice how volume rises when prices fall in January 2008 and again volume increases when prices fall in March 2008. Then notice that volume falls when prices rise in April 2008.

We believe that the standard market advice "sell in May and go away" should get serious consideration in May 2008. Over history, we see 9 month waves in stock market index price patterns which if applied in 2008 would indicate another low spot in October 2008.

We believe the USA stock markets are now going through the declining index price part of the standard business cycle. We expect that should end by October 2009.

We could be wrong and advise you to see your own advisers before making investment decisions.