Jim Rogers 02 (Jun 10 - Dec 26)

[winston]

What Jim Rogers thinks about the "End of America" by Brian Hunt

Over the weekend, I read Jim Rogers' latest book, Street Smarts: Adventures on the Road and in the Markets.

Rogers is a former hedge-fund manager who retired in his late 30s… and then went on several giant "around the world" road trips. He wrote about his first trip in the book Investment Biker. He wrote about his second trip in the book Adventure Capitalist. Both books are terrific.

Rogers is an advocate of the ideas we write about at S&A: free markets, limited government, the end of corporate bailouts, and sound money. In other words, he's an advocate of ideas many Americans can't stand.

The funniest part of the book is found on the back of the dust jacket. It features a quote from New York Times columnist Paul Krugman, the nanny-state's chief spokesman. The quote reads, "Jim Rogers makes my head hurt." In our view, having a fool like Krugman complain about your ideas is a good thing.

Street Smarts isn't a travelogue like Rogers' other books. But it has a handful of valuable chapters. Some of the chapters can be considered companion pieces to Porter Stansberry's "End of America" research.

Like Porter, Rogers believes the U.S. is on an unsustainable path of borrowing and spending… which will produce a long-term decline in the value of the dollar.

I recommend the book to anyone looking to make sense of the world's current economic and monetary systems. You can buy a copy of Street Smarts on Amazon here.


Source: S&A Digest

[winston]

Jim Rogers: "The Whole 'Economic' World Is Artificial... It's Going To End Very Badly" by Tyler Durden

"There is a huge artificial boom going on," warns Jim Rogers as for the first time in history, all the world's major central banks are simultaneously printing money.

While he remains adamant of the positive outlook for agriculture, the fact that "the whole world is trying to debase their currencies," produces a "major disconnect" between asset values and economic realities.

Stocks are at new highs, not based on reality, but on printing presses "and that cannot work... this is going to end very very badly."

While not all western economies are as egregious as others, the intertwined nature means their fate remains very much tethered to the US, and as Rogers concludes, "everybody will suffer, be very very careful as these are perilous times."

His initial thoughts on the shortage of farmers and the outlook for agriculutre are fascinating but his short-and-sweet explanation of the macro big picture begins around 3:20:



http://www.zerohedge.com/news/2013-07-2 ... very-badly

[winston]

Jim Rogers Warns Syria War And "Market Panic" To Send Gold "Much, Much Higher" by Tyler Durden

Astute investor, Jim Rogers has warned overnight in an interview with Tara Joseph of Reuters that oil and gold will go much, much higher” due to “market panic” regarding Syria and the coming “end of free money”:


http://www.zerohedge.com/news/2013-08-2 ... uch-higher

[winston]

China investment opportunities today: Jim Rogers by Anthony Halley

A number of emerging markets have entered rough economic waters but there's still plenty of opportunity to go around, particularly in China, Jim Rogers told Mamta Badkar of Business Insider.

Rogers warned investors not to be flaky – to try to understand Chinese development in historical context:

"In the 19th century in America, we had 15 depressions, with a 'd', and yet we became the most exciting and successful country in the 20th century."

"China's gonna have a lot of problems. I don't know what or when or why, but I know it's coming. But when they happen, take advantage of the opportunity, don't throw up your hands and say 'oh gosh, now I'm going to Denmark to learn Danish' or something."

Rogers highlighted four Chinese industries worth looking at in depth.

Environmental:

"China is horribly polluted…they are spending staggering amounts of money trying to clean up the pollution."

"For the next 20 or 30 years, huge amounts of money are going to be spent, and therefore, profits made…somebody’s going to make a lot of money cleaning it up," Rogers told BBC Radio 4 on Tuesday.

Agriculture:

"The Chinese government is spending staggering amounts of money on agriculture. Mao Tse-tung ruined Chinese agriculture, and they know it."

Transport infrastructure:

"Look at the railroads: they're building a railroad system because it's much more efficient."

Tourism:

"They've not been able to travel for a few hundred years. Now they can get passports very easily…now they can take money out of the country very easily. One billion three hundred million Chinese! Great opportunities in Chinese tourism."

http://www.mining.com/china-investment- ... im-rogers/

[behappyalways]

Where Jim Rogers Is Investing Now
http://bambooinnovator.com/2013/10/13/w ... sting-now/

[winston]

Jim Rogers: "Own Gold" Because "One Day, Markets Will Stop Playing This Game"

by Tyler Durden


http://www.zerohedge.com/news/2013-11-1 ... aying-game

[winston]

Jim Rogers On “Buying Panic” And Investments Nobody Is Talking About

by Nick Giambruno

Source: International Man


http://www.caseyresearch.com/articles/j ... king-about

[winston]

Jim Rogers loves these "most-hated" stocks

Reuters reports rising tensions between Russia and the West have sent Russia's market plummeting...

Russia's equity market dropped 18%... the ruble is down 9%... and investors have pulled $8.5 billion of stocks and bonds. On top of that... there could be further economic sanctions.

None of this bothers famed investor Jim Rogers. He's been investing in Russia over the last year and a half. He said if more sanctions are imposed… and the market declines further… there would be even more buying opportunities.

Rogers says, "Russia's stock market now is one of the cheapest in the world, and probably one of the most hated… this is the time to buy Russia." Just be sure to have a long horizon.

Russian stocks are trading at price-earnings multiple of around four times earnings… with annual dividend yield of 5%. Right now, the U.S. stocks trade at 16 times earnings… earning just 2% in dividend yield.

Russian earnings have remained steady this year… while U.S. expectations have fallen.

"Russia is not going away. This is a classic example of the market panicking, of throwing the baby out with the bath water," FMG chief investment officer, Joe Portelli said. "There's a very good possibility that if you have a three to five year horizon, you'll double your money in Russia."

Source: Daily Crux

[winston]

This “confused young man” became one of the greatest investors in history.

Here’s how he did it.

http://thecrux.com/this-confused-young- ... he-did-it/

[winston]

JIM ROGERS 2014 PREDICTIONS - Global FOOD PRICES to RISE, GOLD MANIPULATION, CHINA & more

http://www.youtube.com/watch?annotation ... YpvFJpBwEo