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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 […]
Our friends at Hard Assets Investor just conducted an interview with our commodities hero, Jim Rogers. Some quick hits from the interview: He’s still long sugar – but wouldn’t buy more right now Rogers is still bullish on oil over the next decade He continues to like China Not short Treasuries yet, but hopes to […]
Here’s a great piece by our friends at Stratfor about the effect that geography has played in the economic development of four key regions – the US, Russia, China, and Europe. Stratfor has a very bullish stance on the US – both historically, and looking into the future – which is counter to many of […]
Legendary trader Dennis Gartman shares his latest thoughts on the Chinese economy, as he commends the Chinese government for getting out of the way of the private sector, cutting taxes, and letting entrepreneurs do their thing. Contrast this with Washington’s socialist policies, and you may start to look longingly across the Pacific. How ironic – […]
In an “open letter” on the official website of The People’s Bank of China – which I didn’t know existed until today – Chinese central banker Zhou Xiaochuan called for a new world reserve currency. The outbreak of the current crisis and its spillover in the world have confronted us with a long-existing but still unanswered […]
In this guest article, the editors of Casey Research’s Without Borders publication make the case that emerging markets are now undervalued. They cite capital outflows as the contrarian indicator to look for in these markets – buy when the blood is in the streets. And right now, it most certainly is. The Casey folks expect […]
Earlier this week, Chinese officials commented that they will continue to buy US Treasury bonds, because they have no other viable vehicles to park their cash. From the Financial Times: Luo Ping, speaking at the Global Association of Risk Management’s 10th Annual Risk Management Convention, said: “Except for US Treasuries, what can you hold?” he […]
Video link Notes: Invest in Asia/China Dollar sucker’s rally will continue, but he doesn’t want to own a single dollar this time next year Surprise for oil will be how high the price goes, and how long it stays high Believes American Central Bank will disappear within the next decade or two
The video interview runs over 20 minutes – I can’t get enough of listening to Jim. Even though he repeats his investing themes, those themes will almost always make you big $$$, so a good refresher course can never hurt. At the 5:40 mark of the third video, Jim mentions what he’s buying now: Agriculture […]
It’s all going to China! Surprise, surprise. Nice article detailing what you could probably infer – meat demand in China is increasing rapidly. It’s interesting to think about all the downstream ramifications – increased grain and water demands. The beauty of a true bull market!
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