Thursday, December 10, 2009
abolish the federal reserve
"Yes it would be complicated and painful for a while," Rogers responded. "But I'd rather find out they're bankrupt today than to find out in five or 10 years -- when they've had another 10 years of this madness where they're printing even more money [and] taking out even more debts in our name."
http://finance.yahoo.com/tech-ticker/article/387907/Jim-Rogers-Audit-the-Fed-Then-Abolish-It?tickers=GLD,TIP,TBT,^dji,^GSPC,FNM,FRE&sec=topStories&pos=9&asset=&ccode=
"Yes it would be complicated and painful for a while," Rogers responded. "But I'd rather find out they're bankrupt today than to find out in five or 10 years -- when they've had another 10 years of this madness where they're printing even more money [and] taking out even more debts in our name."
http://finance.yahoo.com/tech-ticker/article/387907/Jim-Rogers-Audit-the-Fed-Then-Abolish-It?tickers=GLD,TIP,TBT,^dji,^GSPC,FNM,FRE&sec=topStories&pos=9&asset=&ccode=
Tuesday, September 22, 2009
14 sep 2009
more should have gone bankrupt
debt is still out there
korea
se asia
scandinavia
japan tried it different route
new IR barclays £500bn lost
accounting rules changes
more should have gone bankrupt
debt is still out there
korea
se asia
scandinavia
japan tried it different route
new IR barclays £500bn lost
accounting rules changes
Saturday, June 06, 2009
4 June 2009
not short anything at the moment
only long commodities
will be currency crisis later this year
own some gold, prefer silver,
maybe nat gas
rather
not heavily invested in emerg markets
brazil, australia better
CANTOR FITZGERALD
as limping along, treasury along
2014 not til inflation
but haveto give it some time
stress coming in 11,12
refi commercial, half not funded, ripping through system
not short anything at the moment
only long commodities
will be currency crisis later this year
own some gold, prefer silver,
maybe nat gas
rather
not heavily invested in emerg markets
brazil, australia better
CANTOR FITZGERALD
as limping along, treasury along
2014 not til inflation
but haveto give it some time
stress coming in 11,12
refi commercial, half not funded, ripping through system
Monday, June 01, 2009
Jerry Lou, Morgan Stanley
market up 47%
wait for train to slow down
china wisely stocking up on commodities
china, india won't save the world
decades before china approaches US gdp per capita
IMF trying to sell big chunk of gold
may depress prices
silver, commodities better
india
market
Sri Lanka good investment possibility
war come to an end, very good opportunities
market up 47%
wait for train to slow down
china wisely stocking up on commodities
china, india won't save the world
decades before china approaches US gdp per capita
IMF trying to sell big chunk of gold
may depress prices
silver, commodities better
india
market
Sri Lanka good investment possibility
war come to an end, very good opportunities
Saturday, March 21, 2009
Jim Rogers' Recent Portfolio Moves 19 comments
by: Market Folly March 19, 2009 about stocks: C / IBM / JPM
But, he is now short JP Morgan Chase (JPM), as he sees negative 'off balance sheet' exposure, along with derivatives exposure, and large exposure to the credit card business. Rogers has noted something that we here at MarketFolly have been talking about for some time: credit cards as the next credit crunch. And head of JPMorgan Jamie Dimon even acknowledges this as well. Rogers has chosen to short JPM for a myriad of reasons, but credit cards are certainly one of them. Even the 'good house' in the 'bad neighborhood' can't escape. While he has that short position in the financial space, he has no positions in the insurers. He notes that sure, financial institutions can rally back from their lows, but that they still aren't financially sound. He thinks that financials won't be an attractive investment for years to come. Additionally, while not a financial, he mentioned he was short IBM, presumably due to their large financial services exposure.
http://seekingalpha.com/article/126824-jim-rogers-recent-portfolio-moves?source=article_sb_popular
by: Market Folly March 19, 2009 about stocks: C / IBM / JPM
But, he is now short JP Morgan Chase (JPM), as he sees negative 'off balance sheet' exposure, along with derivatives exposure, and large exposure to the credit card business. Rogers has noted something that we here at MarketFolly have been talking about for some time: credit cards as the next credit crunch. And head of JPMorgan Jamie Dimon even acknowledges this as well. Rogers has chosen to short JPM for a myriad of reasons, but credit cards are certainly one of them. Even the 'good house' in the 'bad neighborhood' can't escape. While he has that short position in the financial space, he has no positions in the insurers. He notes that sure, financial institutions can rally back from their lows, but that they still aren't financially sound. He thinks that financials won't be an attractive investment for years to come. Additionally, while not a financial, he mentioned he was short IBM, presumably due to their large financial services exposure.
http://seekingalpha.com/article/126824-jim-rogers-recent-portfolio-moves?source=article_sb_popular
Sunday, February 01, 2009
20/1/2009 bloomberg
still short investment banks
agriculture, mining, metals since correction
energy
water treatment china
railroad
also buying yen
still short investment banks
agriculture, mining, metals since correction
energy
water treatment china
railroad
also buying yen
13/12/2008
GM should go bankrupt
Same old junk Obama, Geigner, what change, need to let go bankrupt.
Commodity - forced liquididations
should have buying
bought more this week
GM should go bankrupt
Same old junk Obama, Geigner, what change, need to let go bankrupt.
Commodity - forced liquididations
should have buying
bought more this week
Sunday, December 07, 2008
26 november 2008 CNBC
should let people fail, let competent people take over from incompetents
prefer to have hard a few yeras, than hard 19 years
covered most shorts in October 2008
chinese, taiwan, agri companies buying
assets are unimpaired best buys
raw materials are best areas, buy Rogers Commodity Fund
small utility US companies only ones to recommend
should let people fail, let competent people take over from incompetents
prefer to have hard a few yeras, than hard 19 years
covered most shorts in October 2008
chinese, taiwan, agri companies buying
assets are unimpaired best buys
raw materials are best areas, buy Rogers Commodity Fund
small utility US companies only ones to recommend
