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Legendary investor and China bull Jim Rogers told Bloomberg that he hasn’t bought any new Chinese stocks since November. He said they’ve risen too far, too fast, and that they will “probably collapse” at some point. Then, he’ll buy more. Rogers is investing in commodities in lieu of equities as a way to play the […]
One of the commonly asked questions on our recent reader survey (appreciate you checking it out here if you haven’t already) was: How can I invest in sugar, and other agricultural commodites, without having to trade futures themselves? Opening a futures account IS a big pain – and learning also takes time – so many […]
Corn futures are getting absolutely trashed this morning…along with basically everything else in the commodities sector. July futures are down nearly 8% as I write, as the USDA just reported that corn stocks are up 6% from a month earlier. Obviously the market does not like this supply news, and corn is being heavily discounted […]
It’s been a manic start to the week for commodities and currencies…deflation was “back” yesterday, with investors running back to the dollar…and today inflation was the focus, with the dollar getting dumped! Last evening, we observed that sugar was standing tall amidst an across the board selloff in commodities. Well today, that strength carried through […]
Take a minute to think about your view of human history, and our continued progression as a species. Do you believe human history is linear…always getting better…onward and upwards to a better existence? Is it chaotic…stuff happens, people react, then more stuff happens…but there’s no pattern to it? Or…is human history cyclical…with those who neglect […]
Despite record harvests last year, corn and wheat stocks are still sitting near 30-year lows. Which means, anything short of a bumper crop could send the grains skywards once again. Here are some very cool charts, courtesy of Chris Mayer at DailyWealth, that depict the stocks-to-use ratios of of wheat and corn since 1970, versus […]
The biggest investing mistake I ever made was not getting out of commodities during the Great Deleveraging of ’08/’09. I had a pretty good beat on the major trends – stocks were highly vulnerable, the US could be in for some very bad things, etc – but I failed to project the effect that […]
Our favorite investor, Jim Rogers, was recently interviewed by BusinessWeek magazine – he’s been in the media quite a bit recently, plugging his new book A Gift to My Children: A Father’s Lessons for Life and Investing, which is scheduled to be released this Tuesday, April 28. Here are a few of my favorite excerpts below […]
I thought it was something Komrade Obama said last night, but apparently corn’s rally today was due to short covering and buy orders that kicked in on the rally. According to my broker, corn still sits about $.50 below the cost of production. I’ve read that for the most part, most grains and softs are […]
Jim Rogers’ latest comments – February 13, 2009. US stimulus packages are throwing “good money after bad” US making the same mistakes as Japan, propping up zombie companies and supporting the incompetent people Financial mess started with the bailout of Long Term Capital Management in 1998 Alan Greenspan never let the system work, as he […]
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