December 31, 2011

I Don't See Much Reason To Own Equities

I’m short emerging markets, short American technology, short European stocks – I don't see much reason to own equities. - in CNBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 30, 2011

Yale Research: Commodities Better Than Commodity Stocks For Investing

Yale did a study recently showing that investors made 300% more by putting money in commodities themselves rather than commodity stocks – that is unless you’re a great stock picker. - in CNBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 29, 2011

If I Were Buying Anything I’d Be Buying Agricultural Commodities

If I were buying anything I’d be buying agricultural commodities. Going forward we’re going to have huge shortages of everything – including farmers – I think ag will be a great place for the next 10-20 years. - in CNBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 28, 2011

These Days Everybody Thinks There's A Free Lunch

We did have more discipline and more understanding in the past few decades, but that's partly because of the history of those decades. We remembered the First and Second World War. We remembered the Great Depression. We remembered what happened when you got too leveraged and couldn't pay your bills. We knew what happened when you debased your currency.

But now of course, since the Second World War, we have had two or three generations grow up who don't remember all of that, haven't read their history, politicians who didn't know anything about history at all and don't know anything about economics at all. So everybody thinks there's a free lunch. - in BBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 27, 2011

The Euro Is Good For The World. It Needs To Work.

The world needs the euro or something like it to compete with the US dollar. We need another sound currency. The eurozone as a whole is not a big debtor nation. The eurozone has some debtor problems, some debtor nations, debtor states, but it's not a big, big problem. The euro is good for the world. It needs to work. - in BBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

The Risks Of Currency Debasement

You can debase currency, and history is replete with governments that have debased their own currency and ruined their own currency for hundreds of - well for thousands of years it has been going on. You can do that and everything is okay for a while, but eventually you have inflation, you have high interest rates, you have currency turmoil, you have people no longer trusting each other to invest with each other, and then you have the end of the system, and we have chaos, and it starts over again. - in BBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 25, 2011

2012 Elections: I’m Not In The Business Of Endorsing Political Candidates

Well I don’t even want to get into who I’m endorsing and why because I mean after all, I’m just one voter and I would probably hurt somebody if I endorsed them. I mean in America, Gary Johnson and Ron Paul seem to understand the problems that are facing America. But I’m not in the business of endorsing political candidates. - in FNN

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 24, 2011

Once Inflation Starts Rising And Gets Out Of Control, It’s Very Hard To Kill It

Throughout history governments have tried to debase their currency in the hope that they would somehow get better down the road, but it’s always gotten out of control. The debt has gotten higher, the money printing makes people feel better for a while but in the end its higher inflation, higher interest rates and then you have serious, serious problems.

Once inflation starts rising and gets out of control, it’s very hard to kill it. At this time we can still solve our problems, if you wait until inflation’s out of control then it’s very hard to solve your problems. - in FNN


Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 23, 2011

We Should Take The Pain Now And Not Wait Until The Market Forces The Pain On Us

The problem is that the measures that America needs and not just America, many countries but especially America needs, would cause huge pain for a while. But if we don’t take our pain now and we wait until the market forces the pain on us, then it’s going to be you know a systemic collapse.

It’s going to be very, very serious pain; you’re going to see riots in the street. You’re going to see serious, serious problems, maybe perhaps war even. It’s better to go ahead and take the pain now, while it would be terrible for two or three or four years, at least we’d get it behind us and start over. - in FNN

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

I’m Not Too Optimistic About What’s Going To Be Happening In The World In The Next 2 Or 3 Years

I’m not too optimistic about what’s going to be happening in the world in the next two or three years, and maybe even longer.

We have serious problems in the United States. You know, in 2002 we had an economic slowdown, 2008 was even worse because the debt was so much higher. The next time around the debt is going to be staggeringly higher. So, the problems are going to continue to get worse until somebody solves the basic underlying problem of too much spending and too much debt. - In Finance News Network

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

The 21st Century Will Be The Century Of China

In my view the 21st century will be the century of China. I couldn’t keep up the Mandarin in New York, as much as I wanted to. You know, many parents do strange things for their children, they move near football coaches or music teachers or good schools. We moved to Singapore to maintain the Mandarin. - in Jim Rogers 2012 global outlook, Finance News Network

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 22, 2011

Europe Has Made Serious Mistakes

Europe has made serious mistakes. What they should do is let Greece go bankrupt, reorganise and start over. Will they do that? No, they want the easy way. - in Investment Week

Related stocks, National Bank of Greece ADR (NBG)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 21, 2011

I Plan To Short US Bonds

I plan to be short bonds. I tried a few times before and I have been wrong. Bernanke has more money than I do and he can manipulate the market. But soon I will short them. - in Investment Week

ETFs, ProShares UltraShort 20+ Year Treasuries ETF (TBT), iShares Barclays 20+ Yr Treas.Bond ETF (TLT)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 20, 2011

The Solution To The Crisis


CNN video interview

Topics: Italian debt, eurozone crisis, currencies;

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 19, 2011

GBTV Video Interview


Latest video interview, on GBTV.

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Never Act Upon Wishful Thinking

“Never act upon wishful thinking. Act without checking the facts, and chances are that you will be swept away along with the mob.” - in a Gift To My Children

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 18, 2011

Biggest Risk for the U.S. Economy in 2012


The Street.com piece on "Biggest Risk for the U.S. Economy in 2012" with the participation of Jim Rogers.

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 17, 2011

Video: China`s Slowdown


(video interview, The Street.com)

Topics: Chinese economy, inflation;

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 16, 2011

2012 U.S. Presidential Elections


Video interview, The Street.com

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 15, 2011

CNBC Video: Market Outlook 2012


CNBC video interview with Maria Bartiromo.

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Stocks Like In The 1970`s: Big Sideways Trading Range For Many Years

Stocks, in my view, in most countries are like they were in the 1970s. In the 1970s stock markets, and economies around the world did not do very much and were in a big sideways trading range for many years. We are in that kind of period now. - in China Money Podcast

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 13, 2011

Japan: It`s Cheap

What I said about Japan was that the Japanese stock market today is where it was in 1983 – that’s 28 years ago and so things are very cheap. Now there are reasons that they are cheap but they are so cheap that it seems to me that people should start looking at some Japan shares because Japan has reoriented itself. They are now a way to play Asia and a way to play China. So there are going to be great buys in Japan. It’s cheap. They reoriented the economy. I am not giving up on Japan at all. - in Globe & Mail

Related, iShares MSCI Japan Index ETF (EWJ)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 12, 2011

Some Parts Of The Chinese Economy Are Going To Have A Hard Landing

Some parts of the Chinese economy are going to have a hard landing. The Chinese for two years now have been tightening up. They have raised interest rates six times. They have raised reserve requirements a dozen times. Just recently they started to loosen this up a little bit but they are trying. They are trying to bring down real estate, they are trying to make real estate developers go bankrupt so you are going to have a hard landing to use your terms in things like property in China.

But other parts of the Chinese economy are going to continue to boom: water treatment, agriculture, farmers are not going to know that the real estate speculators in Beijing and Shanghai are going bankrupt because they are working too hard and making too much money so you are going to have sectors of the Chinese economy with serious problems but it’s not the whole Chinese economy. It’s not like it was here. - in The Globe & Mail

Related: iShares FTSE/Xinhua China 25 Index ETF (FXI), ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (RJA), PowerShares DB Agriculture Fund (DBA)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

There’s Not Many Countries That Should Be AAA

There’s not many people that should be AAA anymore, maybe Finland, maybe China. I can’t really think of many countries that should be AAA anymore. - in Globe & Mail

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 11, 2011

If You Own Cash, Make Sure It Is The Right Cash

First, you better make sure that cash is in the right cash. A few years ago many people put their money in Icelandic krona, thought they were very safe. They had currency and they were earning high rates of interest and of course the krona collapsed and some of those people lost all of their money. So make sure you are in the right cash, first of all.

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 10, 2011

If I Had To Buy One Currency, I Would Buy The Swiss Franc

The main currencies I am long are the Yen and the Swiss franc. I do own some euros. I do own some U.S. dollars. What would I buy right now? I would probably buy the Swiss franc if I had to buy something today.

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

If China Collapses, It’s Not The End Of The World

Well, first of all, China is a third the size of the U.S. economy. Europe and America are 10 times the size of China. So even if China collapses, it’s not the end of the world and even if China booms, it’s not going to save the world.

It’s important, it’s very important but it’s not the most important thing. China is trying to slow down and some parts of their economy are going to fail, collapse, they are going to have some bankruptcies.

Europe is certainly extremely important, what’s going on there but Europe as a whole is in much better shape than we are. Europe as a whole is not a big debtor. The United States, as a whole, is the largest debtor nation in the history of the world and we’ve got states that are in trouble – Illinois, New York, California. Europe has states that are in trouble – Greece. You know the names as well as I do. No, America is the one we have to worry about the most. - in Globe & Mail

ETFs, iShares FTSE/Xinhua China 25 Index ETF (FXI)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 9, 2011

I Am Short Stocks

What I am doing with my money is I own commodities and currencies and I am short stocks. I am short American technology stocks, I am short European stocks, I am short emerging market stocks. That’s what I am doing but who knows if I am right. - in Globe And Mail

Related, iShares MSCI Emerging Markets Index ETF (EEM), Technology SPDR ETF (XLK)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

What’s the biggest risk to the U.S. economy in 2012?

Probably the Federal Reserve in America because they don’t know what they are doing. There are other risks: China is slowing down, Europe’s got serious problems. They don’t know what they are doing or how to solve it, but I would say the single worst risk is the United States central bank. - in Globe And Mail

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 8, 2011

The US Is Largest Debtor Nation In The History Of The World

We are the largest debtor nation in the history of the world and the debts are going higher and higher by trillions, every two or three years. We're all paying the price for it. And wait till 2013 - we're really going to pay the price. - in Yahoo Finance

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

The M2 Has Jumped Up. The Fed Is In The Market.

[Federal Reserve Chairman Ben] Bernanke said last August he was keeping interest rates artificially low. The only way you can do that is to go into the market.

Since August - well, this whole year - the M2 has jumped up. They're in the market. They're lying to us. - in Yahoo Finance

Related ETFs, ProShares UltraShort 20+ Year Treasuries ETF (TBT), iShares Barclays 20+ Year Treasuries Bond ETF (TLT)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 7, 2011

California Is More Communist Than China At This Point

I know the Chinese call themselves communists, but they're really the best capitalists in the world. California is more communist than China at this point. - in Yahoo Finance

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Why Are Markets Holding Up So Well

"One reason the markets are holding up so well is that they are printing money as fast as they can." - in Yahoo Finance

ETFs, SPDR S&P 500 Index ETF (SPY), iShares Russell 2000 Index ETF (IWM), iShares MSCI Emerging Markets Indx ETF (EEM)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 6, 2011

I Do Not Hold Any Government Bonds Anywhere In The World

I do not hold any government bonds anywhere in the world. I am unlikely to buy into them unless there was some kind of special situation. - in Investment Week

Related, ProShares UltraShort 20+ Year Treasuries ETF (TBT), iShares Barclays 20+ Yr Treasury Bond ETF (TLT)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Currencies: I Own The Chinese Renminbi, The Yen And The Swiss Franc

I own the Chinese renminbi, the Japanese yen and the Swiss franc. I have held these for a long time and have no intention to sell out. - in Investment Week

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Gold: The Price At Which I Buy Will Depend On The Circumstances

“It has been correcting for the past three months so it is overdue for a stronger correction, but I have no idea by how much. It is very unusual for any asset to go up for eleven years in a row with no correction. I own gold and I am not selling my gold.

The price at which I buy will depend on the circumstances. If it is going down because the world is going bankrupt then it would need to be priced at 900 USD for me to buy it. If there is an artificial occurrence then maybe between 1,200 USD and 1,400 USD. It depends on what is going on in the world.” - in Investment Week

Related ETFs, SPDR Gold Trust (ETF) (NYSE:GLD).

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 5, 2011

In The Investment World There Is No Such Thing As Safe

I have never heard of a safe haven as in the investment world there is no such thing as safe.
Even if you own cash, the question is what kind of cash? If you owned Icelandic króna two or three years ago you might have thought you were sitting pretty. You would be holding cash and earning high interest at the same time. You would have gone bankrupt. - in Investment Week

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 4, 2011

Precious Metals, Agriculture, Will Do Better Than Copper

I own some copper, but I expect to make more, percentagewise, in agriculture and precious metals. - in CNBC`s Investor Clinic

Tickers, IShares Silver ETF (SLV), SPDR Gold ETF (GLD)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 3, 2011

Diamonds, Sapphires, Rubies: Bullish Outlook For The Next Several Years

I own diamonds and expect good things over the next several years. I imagine things like rubies, sapphires, emeralds, and jade will do better percentagewise. I own them all. - in Investor`s Clinic

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 2, 2011

There Will Be Consolidations In The Commodities Bull Market

Yes, there will be consolidations in the commodity bull market just as all markets have consolidations. In 1987, stocks declined 40-80 percent worldwide, but it was not the end of the secular bull market in stocks. - in CNBC

Tickers, United States Oil Fund LP ETF (USO), ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (RJA)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Copper Outlook: The Poor Man`s Gold

In November, the price of copper fell around 8 percent and the metal is down more than 20 percent this year. It is the first annual fall in the price of copper since 2008. Some market watchers have dubbed copper the poor man's gold.

I own some copper, but I expect to make more, percentagewise, in agriculture and precious metals. - in Investor Clinic, CNBC

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

December 1, 2011

Agriculture Probably The Best, Silver And Gold Perhaps Second Best

"I suspect agriculture products would give better protection during the next several years although gold and silver will be good too – perhaps second best." - in CNBC`s Investor Clinic

Tickers, SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV), ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (RJA)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.

Investors Clinic: Jim Rogers on Metals and Other Commodities


Investors Clinic: Jim Rogers on Metals and Other Commodities, CNBC video.

Related: ELEMENTS Rogers Intl Commodity Index - Agriculture Total Return ETN (RJA), United States Oil Fund LP ETF (USO), iShares Silver Trust (ETF) (SLV), SPDR Gold Trust ETF (GLD)

Jim Rogers is an author, financial commentator and successful international investor. He has been frequently featured in Time, The New York Times, Barron’s, Forbes, Fortune, The Wall Street Journal, The Financial Times and is a regular guest on Bloomberg and CNBC.