China Has To Buy Commodities

China has to buy commodities. They need the stuff and they don’t have it. If you have nickel they’re going to pay you, and pay you on time. - in CNBC

Related ETFs: United States Oil Fund LP (ETF) (NYSE:USO), SPDR Gold Trust (ETF) (NYSE:GLD), iShares Silver Trust (ETF) (NYSE:SLV), iPath Dow Jones-UBS Cotton Subindex Total Return ETN (NYSE:BAL);



Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Commodities: The Bull Market Is Still Intact

Well, I don't see the end in sight—yet. Conceivably, the world economy is going to collapse sometime in the next decade. And if that happens, needless to say, then central banks are going to print even more money. It's the wrong thing to do, but commodities will benefit and be a better place to invest than stocks, or certainly better than bonds if that happens.

On a historic basis, we're maybe two-thirds of the way through the commodity bull market. Normally, eight, nine, 10 years into any bull market in anything, you start to see more supply come in. But what happened in 2008 and 2009 means there is a lot of potential capacity or supply that's been deferred or delayed. So we don't have as much supply coming as we normally would in this stage of the bull market.

So this bull market might last longer than most. But again, there's no reason for me to determine that yet. The bull market is still intact. I hope I'll be smart enough to recognize that a lot of capacity and a lot of supply is coming in, because that will be the end of the bull market. But that's still years away. - in Gold News



Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

The Fundamental Reasons to go into Commodities

Jim Rogers : Certainly commodities at the end of the '90s were everybody's favorite disaster, and yet for whatever reason, I had decided that it was not a disaster. In fact, it was a great opportunity and there were plenty of things to buy. In 1998, for instance, Merrill Lynch—which at the time was the largest broker, certainly in America and maybe the world—decided to close their commodity business, which they had had for a long time. I bought. That's when I started in the commodity business in a fairly big way. So that's the kind of example I am talking about. Everybody had more or less abandoned or were in the process of abandoning commodities, and yet, that's when I decided to go into commodities in a big way, because of what I considered fundamental reasons for doing it, but the fact that Merrill Lynch was getting out buttressed in my own mind anyway that I must be right, because, you know, everybody was out. Who was left to sell? There was nobody left to sell at that point.

Jim Rogers

Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers : Commodities tend to zig when the Equity Markets zag

Jim Rogers : Commodities tend to zig when the Equity Markets zag.


Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Commodities Bull Market still on

Most bull markets have lasted for a couple of decades, or nearly a couple of decades. And in my view supply is not there yet. By the way if economies slow down, it would affect demand for all commodities but then Mr. Bernanke and his friends are going to print a lot more money. It’s the wrong thing to do but unfortunately that’s all they know to do, and they’ll do more.

Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Commodities should have a rest

Jim Rogers : They should have a rest. These commodities have been going straight up for several weeks, several months. It is good that they rest. Anything that goes straight up, usually goes straight down. The things that have nice long term up-moves are the things that go up, consolidate, go up, consolidate, go up, consolidate. So, I hope that what we are seeing here is overdue normal correction in commodities and other things as well. in ET Now


Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers : I am long with all commodities

In an interview with the German TV DAF investment legend Jim Rogers talks about why everyone should live in Asia in the 21st century, why countries should go bankrupt any why he thinks that soft commodities are the right investment , Rogers is certain that Commodities will continue to develop in an upward direction
Even during his stay in Germany, Jim Rogers bought silver. "I am long with all commodities. This morning I went to the silver shop. They haven't raised their prices yet. I would have bought the whole shop, but I am afraid they wouldn't let me. I am long on commodities. I am long on currencies and am waiting to see what is happening in the world."
When it comes to the debt crisis and to the problems in Greece, Rogers says to DAF TV: "You are a smart, hard working German tax payer. Why should you pay for the Greeks, who are sitting on the beach drinking beer and lying about their finances? I find that very bad economics. I find it bad economics." And the U.S. shouldn't be stopped from going bankrupt as well.
Regarding currencies Jim Rogers currently favors the euro. Although he isn't sure if the euro will last longer than ten to 15 years. Therefore Jim Rogers investment advice: Buy what you know!




Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers - Commodities in a major secular bull market - CNBC 5/9/2011

Jim Rogers, Rogers Holdings Chairman; Richard Soultanian, NUS Consulting Group; and Scott Nations, NationsShares, discuss the world market outlook for commodities.



Jim Rogers : "..well, I own commodities. we're in a major secular bull market which has several more years to go. there'll be setbacks just as we saw last week, but don't worry."


" it's going to cut demand for oil for a week or two. the CME seems to have it in their heads they've got to make oil commodity prices going down, they're worried about Washington or something. but in the end, it doesn't matter. if there's not enough oil, there's not enough oil, no matter what the CME or Washington does. "
" it may slow demand down, yes, but there's also declining supply. the IEA, the international energy agency says the supply reserves are declining at the rate of 6% a year. do the arithmetic, supply is going down even if demand goes down."


" well, I actually own a few u.s. dollars , I know, it's embarrassing, isn't it? it's embarrassing, i know. but i agree that they probably will stop QE2, at least for a while. the dollar's been beaten down by everybody, everybody's bearish, including me, it should have a rally, so we'll see."




Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers : dollars and commodities, those are places where people rush when there is war.

Jim Rogers : "....I bought some dollars a little while ago because everybody including me was so pessimistic, but if more war looks like is coming, right or wrong, people will buy dollars. So I will too, but again, it depends on how things work tonight and tomorrow as we go forward.

I cannot quite figure out why North Koreans are doing what they are doing and it may be you all know. If you know, you should please tell us all that dollars and commodities, those are places where people rush when there is war.
..."
in www.economictimes.indiatimes.com

Jim Rogers The Commodity king still ultra-bullish on Commodities

“Prices for raw materials are rising again,” “which will just stoke the inflationary pressures caused by money printing.” Investor Jim Rogers told a meeting of the Executives’ Club in Chicago on Jan. 13, Jim Rogers, chairman of Rogers Holdings is the undisputed king of commodity investing he has been bullish on commodities since 1999 , he is the author of “Hot Commodities: How Anyone Can Invest Profitably in the World’s Best Market.”

via www.nytimes.com

Jim Rogers on gold and commodities

Jim Rogers stays bullish on gold and commodities. 76% of the people he spoke to didn't own gold. So there's still plenty of room to the upside...

Jim Rogers : I am investing in currencies and commodities rather than stocks

More Social Unrest, Currencies Turmoil: Jim Rogers on CNBC 04 Feb 2011

Jim Rogers :."....Jeff I do not know very many equities , have not bought any equities for a while because I do not know what's gonna happen with the world economy but I expect more currency turmoil more social unrest more governments collapsing , so I am investing in currencies and commodities rather than stocks..." " Jeff I have been explaining to you and everybody else at CNBC for a year and half or two now that food prices are going to go through the roof they are gonna explode , it's happening , I still would buy agricultural products we have serious shortages of everything developing including shortages of farmers this is a serious thing which is going to last for a long time it is going to cost more upheaval in the world and it's be an investment opportunity ...."



Feb. 3 2011 | More social and political turmoil is likely in the future so commodities prices will continue rising, renowned investor Jim Rogers, CEO of Rogers Holdings, told CNBC Thursday.

Jim Rogers : Commodities Will Make A Fortune

Jim Rogers on The Kudlow Report Jan. 26 2011

“If the world economy gets better, commodities are going to make a fortune. If the world economy does not get better, commodities are the place to be because they are going to print more money, and that's how you protect yourself,” “We are running out of known reserve of oil -- these are simple facts,” “We have not had a major elephant oil field discovered in over 40 years.”“Nothing goes straight up or straight down,” he said. “But these corrections will be nothing more than corrections in a major bull market which has years to go.”“Throughout history, go back and look, you know we had huge inflation in the 70s, stocks were not in a good place to be,”
“This is the time when you should own real assets, not stocks and bonds.”
Jim Rogers told The Kudlow Report CNBC.



A look at where stocks and commodities are headed, with Jim Rogers, Rogers Holdings chairman.

Commodities Check with Jim Rogers

Commodities Check

Jan. 26 2011 |A look at where stocks and commodities are headed, with Jim Rogers, Rogers Holdings chairman.

Commodities Bull vs Bear

Dec. 31 2010 | Commodities were one of the best trades of the year, with the Fast Money team, and Brian Kelly, Kanundrum Capital.

Jim Rogers : My investments are commodities and currencies right now

Jim Rogers :"I'm mainly long commodities. My investments are commodities and currencies right now. I'm short bonds, as I mentioned, I'm short an emerging-market ETF, because emerging markets were so hot in the last couple of years. I own some shares that I've owned for years. I have all my Chinese shares that I've ever owned. I bought my first Chinese shares back in 1999. I don't like to sell things unless there's a good reason. "
 via www.thestreet.com 12/15/10

Commodities Report: December 20th, 2010

Gold is up moderately this morning after two weeks of lower prices reportedly brought jewelers and other buyers into the market. Most other precious metals also advanced. Gold for February delivery is up $5.20, or about 0.37%, to $1,384.70 an ounce on the Comex in New York. The contract briefly poked above $1,388 an ounce overnight but began retreating after a military exercise by South Korea concluded without any apparent retaliation from the North. Copper is climbing for a second day, returning back near an all-time high, on speculation that an improving U.S. economy will bolster demand for the widely used industrial metal. March copper is up $0.455 to $4.2045 this morning, or $0.0245 below the intra-day record set Dec. 14. Oil likewise is higher, with the February contract adding $0.52 to $89.06 demand will rise with the the U.S. economy. Crude pared earlier gains as the dollar rose against the euro, diminishing the investment appeal of commodities. Crude prices last week climbed 0.3 percent as economic data from the U.S. and Germany found growing signs for a recovery. Natural gas also is higher this morning.In company news, Carl Icahn late Friday reported a 5.8% stake in Chesapeake Energy Corp. (CHK). He now owns over 38.6 million shares of the natural-gas company, up 22 million shares since the end of September, according to regulatory filings. Constellation Energy Group Inc. (CEG) said over the weekend that Chief Operating Officer Michael J. Wallace, 63, plans to retire in April.

Jim Rogers : the fundamentals of commodities are improving

Jim Rogers :"...The only exception that I know of in the world that has an improving fundamental are commodities. Nobodyʼs going to open a mine of any kind probably for another decade or so, and it takes ten years to open a mine. Nobody will be able to get any money for a long time, in the meantime the reserves of all the mines in the world continue to decline. I am sure some are closing. But the ones that are open are still producing so you have declining reserves of oil, metals, agriculture everything so all the things that are going on are improving the fundamentals for commodities.
I know nothing else where the fundamentals are improving because of whatʼs going on...." in preciousmetalstockreview

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Jim Rogers : I am short stocks and long commodities

“I’m short stocks and long commodities,” “America of all things they think the solution to too much debt and too much consumption is more debt and more consumption. Which means they are going to print even more money.”
Jim Rogers in Bloomberg 24 june 2010.