Jim Rogers : why I long The Euro

Jim rogers : Well I’m long the Euro because I expect them to come through this one okay. Either Greece is going to be papered over and they’ll give a blast to the Euro, or they’re going to let Greece go bankrupt. In my view, this is what they should do because then people would say, “Wow. They’re serious about sound economies in Europe.” That would make the Euro very strong. Then people would know they are not just going to print money or paper over failure.

Either way, I think there’s probably a rally coming. There’s a huge short position in the Euro and whenever there’s been a huge short position in anything, it’s sometimes profitable to go to the other side. So, I am long the Euro because I think there are too many pessimists.

Maybe Greece will go bankrupt and the Euro will collapse before people realize, “That’s good … that’s not bad.” Sometimes it takes a lot for perception to become reality or reality become perception.

via wallstcheatsheet.com

The appreciation of the yuan and its impact on global trade

The Yuan Trade

Discussing appreciation of the yuan and its impact on global trade, with Brian Kelly, Kanundrum Capital.

Jim Rogers : Commodities will outshine Stocks

By David Lew
Should you invest in commodities on the advise by veteran commodities investor Jim Rogers? The Singapore-based billionaire commodities investor has been the most passionate advocate who has been consistently arguing that investing in commodities is much better than putting your money in stocks.

While people have been piling their money into stock markets all these years, the unique proposal from Jim Rogers that you can make more money out of commodities rather than stocks is worth examining.

Rogers is these days the most famous global investor in commodities. He has been passionate about investing in all kinds of commodities—gold, silver, platinum, wheat, rice, corn and even water. Recently, he said that for developing countries like India, water is the most precious commodity that investors should put their money into.
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China is still the largest US Treasury Holder not Japan

China remains as top US Treasury securities holder

Contrary to what was reported early this month that Japan has become the top US Treasury securities holder , Chinese TV CCTV corrects that by stating that US treasury Department in his annual benchmark still places China as the largest US treasuries holder with 895 billion US Dollars at the end of December , and Japan is holding 766 billion US Dollars in treasury securities T-Bills , Although China did reduce its holding in December compared to November