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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 […]
Don Coxe got on the horn with Eric King at King World News yesterday to share his latest macro outlook. Coxe’s blend of historical and economic acumen, expressed in a thoughtful Canadian tongue, is always a treat. He’s a gold bull, and is especially keen on mining shares as a “20-year call option” on gold […]
Inspired by the Jim Rogers interview I watched last night, in which he said he’d be most interested in whatever agriculture was down the most, I decided to look at the charts to see what’s down and out these days! One longtime favorite of Jim’s, and ours, is rough rice. I was fortunate to trade […]
The markets presented quite the twist on Thursday, when the much anticipated relief rally got whacked in the face. Despite the hysterics and fear, though, US stocks did not break through their previous near term lows. If I were a betting/trading man (ha) – I may be tempted to take a short term flyer on […]
The reported end, or at least pause, of QE, is exactly what the deflation camp has been waiting for. (Well…sort of. Since some liquidity is going to be hanging around in the form of “QE2.5”. Remember when Bernanke claimed that after QE1, the Fed would remove the excess liquidity from the system?)Regardless, after June, the […]
Welcome aboard the commodity bull, Jeremy Grantham! In his latest quarterly outlook letter, the acclaimed money manager (and excellent newsletter writer to boot) laid out a very convincing case for commodities. You can read Grantham’s Q1 2011 letter here (for Part I) and here (for Part II). I found these points of his to be […]
We’ve seen a lot of mustard on the price action in rough rice since we initiated our long May 2011 futures position – but for all that, we are just about where we started: Which, actually, is perfectly fine with me. Since I generally use a 15-day low as my stop on these trades, a […]
So far, so good on that “long rice” trade – always a good sign when your position is the only green on the screen! Today was a forgettable one for most grains – but rice stood tall amidst the apathy. (Source: Barchart.com) For some background on our rough rice trade… The favorable supply/demand fundamentals The […]
Regular readers know that we’ve been keeping a keen eye on rough rice ever since Jim Rogers said “if rice went down, he’d buy more.” That prompted me to take a look at the supply/demand fundamentals of rice, and conclude that things were teed up for a potential rally in this unsung grain. A recent […]
Jim Rogers may like gold – but he LOVES silver. “I would rather own silver than gold,” Rogers tells India’s ET Now “Silver is still 40 percent below its all-time high. So silver has not been any sort of great bubble compared to perhaps some other assets we know.” (Source: Moneynews.com) And Jim, an agricultural […]
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