Jim Rogers: I own very few equities

Jim Rogers : I own very few equities. My portfolio consists mainly of commodities and currencies. If the world economy gets better, you will make money in commodities because big shortages are developing. If the world economy does not get better, you are not going to make any money in stocks in a scenario like that.
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You might make money in commodities because they will print even more money. Toyota and IBM are not going to go up if the world economy does not get better. Silver might, rice might, some of the things that are still depressed might because they are going to print even more money.



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 warns equities could collapse; Bubble forming in bonds

28 Sep 2010 Alana Crisci

Investment guru Jim Rogers warns stock markets could collapse if the global recovery fails to reignite and is urging investors to turn to commodities.
jim-rogers

Rogers, who launched the pioneering Quantum fund with George Soros in 1970, believes the commodity market could continue to thrive irrespective of the eventual path of the world economy.
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Jim Rogers : Short Equities long Commodities

Jim Rogers, CEO of Roger Holdings, on investing opportunities in gold, silver and agricultural commodities

Jim Rogers : I am short equities I am long commodities because it looks to me the world economy is not going to get better and unless the economy is going to get better the equities are not going to do very well ...If the world economy gets better commodities well do well , but it looks to me like what's going on as the world economy is not getting better and so you have central banks around the world printing money , I think I am not the only one who recognizes what's going on as you may have noticed in the last several days commodities have done well and stocks have done badly I think that's going to continue for some time because we gonna see a lot more money printing.....
Jim Rogers explains that he does not believe that the world economy is going to get any better and that unfortunately the only solution the Central Banks know is that of printing more money..." I suspect to see slower economies in much of the world you're gonna see more money printing and the stock markets are indicating that as well as the commodity market ...in the west we had this gigantic amount of money which was spent trying to promote the market it worked for a while the economy got a little bit better at least for the people who received the money , they thought things were better , well now people are coming to realize that things are not better they are worse for most of us ....
I own gold I have no intentions of selling it especially given the scenario that I have outlined a minute ago of more money printing I have no idea what's gonna happen to gold , I think I will make more money in other commodities than I will in Gold ..well...Gold have been very strong , look at some of the things that are still very depressed I think that's where the opportunities are but i am not selling my gold , if it goes down a whole lot i hope I am smart enough to buy some more ...
If you have people who are insisting on precious metals tell them why do not you buy silver instead of gold , silver is 70 percent below its all time high and gold is near its all time high ! but other things like energy , look at natural gas , natural gas is far below its all time high , crude oil has been very strong for the past year or so , but I really think agriculture is the very best place to invest , because most agricultural products are fairly extremely depressed on any kind of historical basis ......
I still own my Euros I do not quite know what I am going to do with them , I have no intention of selling them you can ask me tomorrow or next week or next year , it will depend on how events unfold , but so far I am very pleased that I bought the Euro , once again not That I particularly know what I am doing but normally when you see market collapsing with great pressure it's time to buy them that's why I bought the Euro .......etc........this "transcript" is very approximate... not to be taken literally

Jim Rogers on Indian Equities and Budget

Jim Rogers : Don't see any profound changes in the Budget
In an interview with the Indian Economic Times investment guru Jim Rogers was asked his opinion about the Indian equities , bonds the government and the economy in general :
Q :What is your view on Indian equities, are you bullish?

A : "Whenever a new Budget comes out what you need to do is sit down because some industries are going to benefit from whatever happens and obviously that’s the area where one should be bullish. Some industries are going to suffer this happens every time there is a Budget.

Yes, I would be bullish on the things that are going to benefit I would not be bullish on the things that are going to suffer they talk about deregulating retail I hope he does it, I hope and he does it finely. He talk about deregulating oil, I hope they do it finely. They talk about helping banking I hope they do it.

They are building infrastructure in the rural areas. This is great for India if they do it straight for the agricultural sector, if they do it, this is the place where you make a lot of money in the Indian stock market or if there is a collapse, you lose less."
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Jim Rogers on commodities stocks bonds and equities

"It's weird from my own experience , I knew that investing in commodities was no more risky than investing in stocks or bonds - and at certain times in the business circle commodities were a much better investment that most anything around . Some investors made money investing in commodities when when it was virtually impossible to make money investing in the stock market . Some made money investing in commodities when the economy was booming and when the economy was going in reverse . And when I pointed out to people that their technology stocks have been more volatile than virtually any commodity over time , they nodded politely and kept looking for the next new thing in equities"
Jim Rogers from his book Hot Commodities : How Anyone Can Invest Profitably in the World's Best Market

Jim Rogers president of Rogers Holdings is George Soros former partner and co-founder of the Quantum Fund, and a truly legendary international investor who helped generate a 4,200% total return over a 10-year period .Jim Rogers is always bullish on Asia Commodities Agricultural Products gold and silver

Marc Faber recommends Precious Metals Equities and Commodities rather than Cash at zero interest

In a fresh interview with CNBC-TV18 aired on Nov 16, 2009 Dr Marc Faber the author editor and publisher of the Gloom Boom and Doom report recommended Equities precious metals especially gold and commodities rather than cash at zero interest that is losing value over time ...gold and when asked if he thinks that there is a big dollar carry trade his answer was :

"I am not so sure there's a huge dollar carry trade. What happens is that worldwide because interest rates are at zero percent – institutions as well as individuals borrow money and they go and speculate. The dollar carry trade is frequently misunderstood in the sense that there are big short positions in the dollars. But one shouldn't over estimate the short positions in dollars because the world is basically awash in the dollars.

There are too many dollars floating around from the American current account deficit that reached USD 800 billion annually and total international reserves in the hands ofcentral banks now are USD 7.7 trillion. That is the dollar overhang and to some extent some people want to hedge their dollar exposure and then they sell dollars and buy foreign currencies and of course also precious metals including gold, silver, platinum, palladium."

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