Thursday, January 30, 2014

Ideal allocation of Gold/Silver in your portfolio

 I would suggest that people start allocating 3% or 4%. That would be a fairly nice position.

Monday, January 27, 2014

Jim Rogers thinks gold will bottom 2014

There are huge shorts that have developed in precious metals as you know. So they are overdue for a rally. We have had a big drop in 2013 and everybody got negative and everybody got short. So we are going to have a rally, though not too much of the rally. I am not going to either buy or sell that rally, but there will certainly be a rally.

Later in the year, things will go down again and hopefully finally, we will make a nice bottom and we can buy gold again. I would prefer silver to gold. I am not buying either at the moment. Silver is down 60% from its all-time high and gold is down 30% or 35% from its all-time high. However, I am not going to buy either at the moment.

Wednesday, January 22, 2014

Buying during civil unrests

Thailand has had dozens of coups in the last few decades, but they always start up again. Buying during the coups and during civil unrest has usually been profitable. But always in the past, it has been good to buy when there’s been civil unrest and/or a coup. via - Jim Rogers Blog

Monday, January 20, 2014

Jim Rogers: Commodities vs stocks

The price of a commodity will never go to zero. When you invest in commodities futures, you're not buying a piece of paper that says you own an intangible piece of company that can go bankrupt.

Historically, there has been a bull market in commodities every 20 or 30 years.

Wednesday, January 15, 2014

Jim Rogers on Wallstreet Hype

Do not buy the hype from Wall St. and the press that stocks always go up. There are long periods when stocks do nothing and other investments are better.

via -

Thursday, January 9, 2014

Jim Rogers neither bullish nor bearish gold in short term

There's nothing in precious metals that I'm tempted to buy at the moment. Gold will become one of the only refuges around. [However] that's not [going to happen] this quarter.

Wednesday, January 8, 2014

Politicians look for easy way out

India's got a huge balance of trade deficit and the three largest parts are oil, gold and cooking oil. They cannot do anything about oil or cooking oil, so they're attacking gold, blaming their problems on gold. Gold has not caused their problems, gold is a symptom of their problems, but politicians are pretty simple-minded people and they look for the easy answer.”

Monday, January 6, 2014

Buy Crisis and panic sellings

If you are a trader or an investor, if you buy panic, you are going to do okay.

Sometimes it is better for the traders, because when there is a panic—a war breaks out or something like that—everything collapses, and some people are very good at jumping in and buying. Then, when the rally comes, the next day or the next month, they sell out.

Now, the people who are investors can also do that, but it usually takes longer for there to be a permanent rally. In other words, if there's a war and stocks go from 100 to 30 and everybody jumps in, it may rally up to 50, and then the traders will get out, it may go back to 30 again. I'm trying to make the differentiation between investors and traders buying panic.

As an investor, nearly always if you buy panic and you know what you are doing, and then hold on for a number of years, you are going to make a lot of money.

You also have to be sure that your crisis or panic is not the end of the world, though. If war breaks out, you have got to make sure it's a temporary war.

I used to work with Roy Neuberger, who was one of the great traders of all time, and whenever stocks would panic down, he was usually one of the few buyers, because he knew he could get a rally—if not that day, at least maybe that week or that month. And he nearly always did. No matter how bad the news, especially if there's a huge drop, it's probably a good time to buy if you've got the staying power and your wits, because you will likely get a rally. In terms of panic buying or crisis situations, that's normally the way to play.

Now, it's not always easy, because you are having everybody you know, or everybody in the media shrieking what a fool you are to even try something like that. But if you have your wits about you and you know what you are doing, and you know enough about yourself, then chances are you will make a lot of money.

Thursday, January 2, 2014

Jim Rogers is Not shorting markets

I am not shorting stock markets anywhere because nobody has any constraints anymore. There is no such thing as sound economics anymore.

Jim Rogers

Warren Buffett

Nouriel Roubini