Jim Rogers

HenryTo · Posted: Wed Jan 03, 2007 9:46 am Post subject: Jim Rogers

UK Telegragh interview with Jim Rogers. Mr. Rogers is a very long-term investor - his views haven't changed much since 1998.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/01/02/ccprof02.xml

mtvk · Veteran Poster Joined: 12 Jun 2007 Posts: 242

Henry,

Wrt us bonds, GMO and Rogers differ. Gmo is forecasting for
next sever years return from us bonds and tips will be 2%
after inflation.

Seems its safe to keep money in bond portion of assets in
tips as both would agree on.

HenryTo · Posted: Fri Nov 02, 2007 10:37 am Post subject:

http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vo0.Z1Q4Lx7U.asf

Says job numbers are a "charade" given that it reported higher employment in the banking and insurance industries, even though layoffs were rampant in those industries over the last couple of months.

Also:

* Says Bernanke is a "nut" for cutting interest rates given skyrocketing oil, lower USD, etc.

* Says we are already a recession and that there's no doubt oil prices will rise to $150 sometime in the next few years.

* Best investment right now is agricultural commodities.

* Believes the bond market topped out in 2003 (which we assert as well) and that bonds are going to decline for "years to come."

* The Chinese Renminbi will triple or quadruple over the next 15 to 20 years. Also says he is moving to Asia, which he asserts, is similar to moving to NYC in 1907 or London in 1807.

* The next crisis will emerge out of the West and Asia will bail us out, as opposed to 1997 and 1998 when the US bailed out Asia.

* Still short the investment banks and the homebuilders. The term that folks will need to keep in mind for the next six months is the term "Level 3 assets" because we will be hearing a lot about that from the investment banks over the next six months.

HenryTo · Posted: Wed Oct 31, 2007 9:39 am Post subject:

Jim Rogers just increased his short position in various investment banks and homebuilding stocks:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aFtZT.ckIIV8&refer=home

HenryTo · Posted: Tue Oct 23, 2007 7:13 pm Post subject:

One more update from Jim Rogers. Not surprisingly, he hasn't changed his tune:

http://www.bloomberg.com/apps/news?pid=20601087&sid=amQBwDBSDvBE&refer=home

HenryTo · Posted: Mon Sep 24, 2007 12:00 pm Post subject:

Another update from Jim Rogers:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aYX0FMO9UcZE&refer=home

HenryTo · Posted: Mon Sep 24, 2007 11:59 am Post subject:

Most PIMCO funds are good but I haven't specifically looked into their commodity funds. One of the consultant relations guy there sent me a 61-page independent study on investing in commodities from an institutional/liquidity-providing standpoint and I still yet have to go through it.

mtvk · Veteran Poster Joined: 12 Jun 2007 Posts: 242

Listening to all talking heads, is like going through roller coaster.

Once you think you arrived at the TRUTH, yet another TRUTH comes.

Now as per Rogers the long positions to hold is commodities.
May be max 10% in PCRDX.

HenryTo · Posted: Tue Sep 18, 2007 4:35 pm Post subject:

Jim Rogers on the Fed cut today:

http://www.bloomberg.com/apps/news?pid=20601087&sid=aYBOOiT5mAO0&refer=home

rffrydr · Posted: Fri Aug 03, 2007 3:27 pm Post subject:

On credit bubble...AND out of EEM. That's big. For Rogers that's HUGE.

http://bloomberg.com/apps/data?pid=avimage&iid=io5bheSQICZk

diesel · Posted: Thu Jul 05, 2007 4:08 am Post subject:

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aeJogljGXqKA

Jim Rogers expects the correction in Chinese equities to run deeper than todays 5.5%. Mentions he will be loading up the truck if should they fall 40 to 50%.

HenryTo · Posted: Mon Jul 02, 2007 3:50 pm Post subject:

Here is the accompanying article. Also says he is totally out of emerging markets except for China:

http://www.bloomberg.com/apps/news?pid=20601080&sid=awulpwtAG4Ro&refer=asia

rffrydr · Posted: Mon Jul 02, 2007 3:44 pm Post subject:

Jimmy taking a back seat in hard commodities. Likes drought and loves asian divorce lawyers:

http://www.bloomberg.com/avp/avp.htm?clipSRC=mms://media2.bloomberg.com/cache/vpEN14qDsghs.asf
_________________
Today is the Tomorrow you worried about Yesterday!

rffrydr · Posted: Wed May 30, 2007 9:00 pm Post subject:

We gotta alot data coming out this week, still room for some pain. And now that we've shrugged off Shanghai, there's room for it to come back and bite us in the tail--esp. if the regional govt. (like the Shanghai street maintainance) is in it up to their eyeballs.
_________________
Today is the Tomorrow you worried about Yesterday!

diesel · Posted: Wed May 30, 2007 8:44 pm Post subject:

Bloomberg article on why Chinese stock market trouble wont impact other markets.

http://www.bloomberg.com/apps/news?pid=20601109&sid=aLkNTSFgHzP4&refer=home

diesel · Posted: Wed May 30, 2007 8:33 pm Post subject:

Jim Rogers on Bloomberg.

http://www.bloomberg.com/avp/avp.htm?clipSRC=mms://media2.bloomberg.com/cache/v31I2PJ7evGQ.asf

Hes not too concerned about Chinese stock market, doesnt think there will be much spill over into the economu even with a 50% capital markets correction. Doesnt see any value in any of the emerging markets anymore. He likes agriculture and farmland.