Saturday, March 22, 2008
JIM ROGERS
19/3/2008 CNBC
may be correction to 8005-10/15 yearswill go to $2000 over time
worst time not over
very limited move upwards by dollarwithin 6 months Yen 92
schwedish Krona - doing quite well
HK dollar
yuan fully convertible before Olympics?
yuan safest bet at moment to keep strengthening
JIM ROGERS 19/3/2008
Water treatment in Asia is decoupled
Sell to Walmart then coupled.
39 billion in bonuses on Wall Street why not help teachers, firemen etc?
Need to go through recessions for a fresh start.
disaster for the US cutting the rates
US lying about inflation
Taiwan is good buy at momentfor its own sake, and get into Chinaand general rally at the moment
China should let currency float
Pegging is lunancy
Middle East countries should do that
Gold is still a good buy
First 2 Central Banks US failed, this oneFed should be abolishes
Cannot sack Bernanke
£400bn on balance sheet collecting garbage rents
Don't know
Yen will go upWoodside, Burma , BHP, all owned for 10 yearsnot necessarily now
sugar, cotton been buying recentlyc themselves, rather than shares
next 10 years, mediocre farmers will make fortunesbuy low, sell high
renmimbi safest bet at momentmay convert before the Olympics
real estate in Chinaconceivably in 3rd/4th tier cities
been buying China for last 9 yearswill never sell Chinese shares, will go to daughter
India - bureacracy
anti Capitalist
education weak
wind is in your face
easier to make money in China than in India
(6 month target of Yen at 92Swedish Krona maybe more stablesurprising strength in euro area, will take a bit of timeHK Dollar more interesting if we see sth in Chinabit too agressive in yuan convertible in next 1-2 years)
Euro imports will get cheaper from US, denominated in US$
Gold should correct at the momentif it was $700 would buy lots moremaybe $800 correction
$2000 possiblemore money been lost oin gold mining sharesdon't think worst is over
19/3/2008 CNBC
may be correction to 8005-10/15 yearswill go to $2000 over time
worst time not over
very limited move upwards by dollarwithin 6 months Yen 92
schwedish Krona - doing quite well
HK dollar
yuan fully convertible before Olympics?
yuan safest bet at moment to keep strengthening
JIM ROGERS 19/3/2008
Water treatment in Asia is decoupled
Sell to Walmart then coupled.
39 billion in bonuses on Wall Street why not help teachers, firemen etc?
Need to go through recessions for a fresh start.
disaster for the US cutting the rates
US lying about inflation
Taiwan is good buy at momentfor its own sake, and get into Chinaand general rally at the moment
China should let currency float
Pegging is lunancy
Middle East countries should do that
Gold is still a good buy
First 2 Central Banks US failed, this oneFed should be abolishes
Cannot sack Bernanke
£400bn on balance sheet collecting garbage rents
Don't know
Yen will go upWoodside, Burma , BHP, all owned for 10 yearsnot necessarily now
sugar, cotton been buying recentlyc themselves, rather than shares
next 10 years, mediocre farmers will make fortunesbuy low, sell high
renmimbi safest bet at momentmay convert before the Olympics
real estate in Chinaconceivably in 3rd/4th tier cities
been buying China for last 9 yearswill never sell Chinese shares, will go to daughter
India - bureacracy
anti Capitalist
education weak
wind is in your face
easier to make money in China than in India
(6 month target of Yen at 92Swedish Krona maybe more stablesurprising strength in euro area, will take a bit of timeHK Dollar more interesting if we see sth in Chinabit too agressive in yuan convertible in next 1-2 years)
Euro imports will get cheaper from US, denominated in US$
Gold should correct at the momentif it was $700 would buy lots moremaybe $800 correction
$2000 possiblemore money been lost oin gold mining sharesdon't think worst is over
Thursday, March 13, 2008
Jim Rogers 12/3/2008
means worse recession in the endinterest rates at very high levels in the future
just icing on teh cake with weak dollar
Japanese tried to do the same thing on teh early 1990s
abolish Fed Reserve and resign
inflation is no good in teh worldhas never workf in the medium/long term
recessions re goodlike a forest fire
buy agriculture2,3-5 years make a fortune
renmibiswissy, yes
short investment banks
cotton, wheat, sugar
why not let investment banks go bust
Fannie Mae is teh weakest of them all
China bank is honest syas there is inflation
means worse recession in the endinterest rates at very high levels in the future
just icing on teh cake with weak dollar
Japanese tried to do the same thing on teh early 1990s
abolish Fed Reserve and resign
inflation is no good in teh worldhas never workf in the medium/long term
recessions re goodlike a forest fire
buy agriculture2,3-5 years make a fortune
renmibiswissy, yes
short investment banks
cotton, wheat, sugar
why not let investment banks go bust
Fannie Mae is teh weakest of them all
China bank is honest syas there is inflation
Sunday, March 02, 2008
Rogers Says Sugar, Other Agricultural Commodities to `Explode'
By Dave McCombs
Feb. 28 (Bloomberg) --
Jim Rogers, who predicted the start of the commodities rally in 1999, comments on the outlook for sugar, cotton and other commodities.
He spoke today at the CLSA Japan Forum in Tokyo.
On the outlook for agricultural:
``If I told you how bullish I am about agriculture, you'd ask me to leave the room. Prices of agricultural commodities are going to explode. Inventories of food are the lowest they've been in over 40 years. The number of hectares devoted to wheat farming has been declining for over 30 years.''
``All of you should get all the sugar you can. The price of sugar is going to explode.''
``I'm bullish on cotton and have been for a while. A lot of people in the textile business are starting to convert from synthetics to natural fibers again because it's so much cheaper'' given the rise in prices for oil used to make synthetic fibers.
On prospects for the Japanese yen:
``I own the yen and it's another thing I'm buying these days. I'm convinced the carry-trade is going to reverse and when it does the yen is going to go through the roof.''
Feb 28
``All of you should get all the sugar you can,'' Jim Rogers, who predicted the start of the commodities rally in 1999, told the CLSA Japan Forum in Tokyo today. ``The price of sugar is going to explode.''
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aSSsFFMe7sZY
Rogers, 65, has previously said he is betting on a long- term decline in the dollar and said in November investors should sell the currency. He said today he has been buying the Swiss franc, the yen and agricultural commodities, including cotton, sugar and coffee
By Dave McCombs
Feb. 28 (Bloomberg) --
Jim Rogers, who predicted the start of the commodities rally in 1999, comments on the outlook for sugar, cotton and other commodities.
He spoke today at the CLSA Japan Forum in Tokyo.
On the outlook for agricultural:
``If I told you how bullish I am about agriculture, you'd ask me to leave the room. Prices of agricultural commodities are going to explode. Inventories of food are the lowest they've been in over 40 years. The number of hectares devoted to wheat farming has been declining for over 30 years.''
``All of you should get all the sugar you can. The price of sugar is going to explode.''
``I'm bullish on cotton and have been for a while. A lot of people in the textile business are starting to convert from synthetics to natural fibers again because it's so much cheaper'' given the rise in prices for oil used to make synthetic fibers.
On prospects for the Japanese yen:
``I own the yen and it's another thing I'm buying these days. I'm convinced the carry-trade is going to reverse and when it does the yen is going to go through the roof.''
Feb 28
``All of you should get all the sugar you can,'' Jim Rogers, who predicted the start of the commodities rally in 1999, told the CLSA Japan Forum in Tokyo today. ``The price of sugar is going to explode.''
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aSSsFFMe7sZY
Rogers, 65, has previously said he is betting on a long- term decline in the dollar and said in November investors should sell the currency. He said today he has been buying the Swiss franc, the yen and agricultural commodities, including cotton, sugar and coffee
