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In his latest quarterly letter, GMO’s Jeremy Grantham has one-upped Jim Rogers in predicting how long this bull market in agriculture is going to last. “It now appears that we are also about five years into a chronic global food crisis that is unlikely to fade for many decades, at least until the global population has […]
Jim Rogers shared with the Myanmar Times that he believed their country was “probably the best investment opportunity in the world right now”. “In 1962, Burma was the richest country in Asia. Then they closed and [now] it is the poorest. They are doing the same thing China did. In 1978 China, which had been […]
Rick Rule moderated Agora’s Resource Investing Debate, featuring: – Brent Cook, Geologist, Editor of Exploration Insights, a mining and exploration investment letter – Matt Badiali, Editor of The S&A Resource Report, a monthly investment advisory that focuses on the oil, energy, and mining sectors – Marcio Rocha Mello, CEO and Founder, HRT Oil & Gas, […]
Doug Casey, Agora Financial Investment Symposium Just as I was starting to get lulled into a false sense of blogging security, Doug Casey strolled to the stage to stir things up. I had not written much about the previous two presenters – my leisurely pace was about to change. His talk was not only engaging and […]
Deflationary Bust or Government Profligacy and Money Printing Marc Faber, 2012 Agora Financial Investment Symposium “I am very grateful to be here in Canada. Every time I travel from the US to Canada, it feels like I am traveling from Hell to Heaven.” With this opening grapeshot, Marc Faber was off and running. He thanked […]
Rick Rule, 2012 Agora Financial Investment Symposium “Rockstar” resource investing guru Rick Rule took the stage for the challenging “Happy Hour” time slot to cap off the first day. No slides needed, Rule went straight off the cuff. He joked that while he enjoyed the previous biotech presentations, it reminded him why he limits himself […]
Here’s a great 15-minute Jim Chanos interview, where he discusses the psychology of short selling, and of course, China. If you’re philosophically inclined, you’re really going to enjoy the intro. Chanos explains why the majority of life, including financial news and reporting, is a silent drumbeat of positive reinforcement (study hard, get good grades, get […]
Another good Jim Rogers interview courtesy of our friends at Hard Assets Investor. Jim shared that he is currently short stocks – in particular emerging markets and Europe: Ludwig: What are you short right now? Rogers: I’m short stocks. Ludwig: Is that a broad type of shorting—say, index—or are you short particular sectors? Rogers: Broad-brush strokes—ETFs—like […]
Barron’s Midyear Roundtable continued with a bearish duel “heating up”, as Marc Faber weighed in with an outlook that didn’t see a lot positive in the short term, nor long term. (Also see Felix Zulauf’s gloomy outlook here). Faber sees no sustainable resolution in Europe, and cites the West’s problem again as too much government […]
While gold may be a barbaric relic to the Oracle of Omaha, tungsten is apparently a shrewd buy. Resource Investor reports: IMC International Metalworking, part of Buffett’s Berkshire Hathaway (NYSE: BRK.A, NYSE: BRK.B) empire, recently invested $80 million in a tungsten mining project in South Korea. The deal gives Buffett a 25% stake in what used […]
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