Showing posts with label commodities. Show all posts
Showing posts with label commodities. Show all posts

Monday, March 14, 2011

Jim Rogers: Japan Will Result In More Buying Of Commodities


"This is going to increase demand for many commodities. This is the new source of demand for copper and lead and things that nobody expected of new demand coming out of Japan, now there is a lot of new demand coming out of Japan. If the rest of the world goes into an economic slowdown because of this, then governments around the world are going to print even more money, that is the wrong thing to do but that is what they will do and whenever they print money, it is good for real asset, commodities."

Jim Rogers

Monday, February 28, 2011

Jim Rogers: Commodities Are The Next Cisco's

He says commodities bull market will end the same way as the tech bubble. In other words, there's still a long way to go.

Jim Rogers: I'm Long Commodities And Short Nasdaq Stocks


"If the economy gets better I am going to make money in commodities.  If it doesn't get better, I am going to make money in commodities because they are going to print huge amounts of money."

Jim Rogers

Thursday, February 10, 2011

Marc Faber: Commodities Have Gone Parabolic, Ready To Fall

"Faber is concerned about commodities, as they are currently very overbought by almost any measure. He goes on to say that commodities seem to have reached the parabola stage--going straight up, which is usually the very end of the move. Yes, it could last longer than anyone expects, but at some point prices will collapse again, as they did back in 2008.

This cycle, Faber notes, always occurs as higher prices lead to an increase in supply, which eventually overwhelms the market causing prices to fall. The cycle is longer for industrial commodities compared to agricultural prices as it is harder to build a new copper mine than it is for a farmer to plant more soybeans.

This cycle will play out even with the Fed's money printing. Investors should prepare for some downside volatility in commodity prices."

CommodityOnline

Thursday, February 3, 2011

Jim Rogers: You Don't Know How Profitable Hot Commodities Can Be

"You can no longer buy commodities at Merrill Lynch. My guess is many analysts and even executives are too young to know how profitable a hot commodities market can be. They will soon. You can no longer buy commodities at Merrill Lynch. My guess is many analysts and even executives are too young to know how profitable a hot commodities market can be. They will soon."

Jim Rogers


Sunday, January 30, 2011

Jim Rogers: Commodities Go Higher No Matter Which Way The Dollar Goes

"It won't matter if the dollar goes up, if the dollar goes down, it doesn't matter. I mean they're denominated in dollars, but if the dollar goes down, say, something's got to go up against it, and one of the things that will go up will be commodities.

"Plus, there's shortages developing in commodities. I don't know if you've tried to buy any tin recently or any rubber recently or any cotton even. Shortages are developing everywhere no matter what currency the commodity is denominated in."

Jim Rogers


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Thursday, January 27, 2011

Jim Rogers: Make A Fortune In Commodities

“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."

Jim Rogers

Wednesday, January 19, 2011

Marc Faber: Long Term Bullish On Emerging Markets

"While he is very bullish long-term on emerging markets, investors should avoid (or at least lighten) emerging market stocks right now. They should only be bought on corrections which would represent favorable entry levels.

Overall, Faber thinks the SP 500 will outperform emerging markets in 2011. The only emerging market that looks attractive right now is Vietnam."

CommodityOnline

Thursday, January 13, 2011

Rising Commodity Prices Could Trigger Social Unrest

“You’re already starting to see some unrest in some countries as prices go higher. It’s going to cause a lot more social unrest as prices go higher around the world.

You will see some governments topple. Is it the end of the world? I don’t think so. It wasn’t in the 70s. But there will be more political instability everywhere."

Jim Rogers

Jim Rogers: Commodities Better Than 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."

Jim Rogers

Wednesday, January 12, 2011

Marc Faber Bullish on Gold, Silver, Commodities And Alternative Energy

Commodities:  Faber likes energy companies since the long-term trend in oil is up, as supply fails to keep up with surging demand from emerging markets. Notes that emerging markets have surpassed the developed world in oil consumption and that this trend should keep demand strong for the foreseeable future. Faber likes the majors like Exxon, Hess, and even Chesapeake as natural gas is too cheap on an inflation adjusted basis. Continuing the energy theme, coal and uranium stocks should be gradually accumulated on weakness as the world looks for alternative sources of reliable energy. Peabody on the coal side and Cameco for uranium should outperform over the next few years.

Gold and Silver:  Faber reiterates his favorable opinion on gold and silver. Doubts they are currently in a bubble as some analysts postulate. Faber notes that investor exposure is very low when you look you compare it to the world’s financial wealth, meaning that gold and silver are still under-owned and have room to run.

CommodityOnline

Jim Rogers: Commodities Go Higher No Matter What

"If there is war, [America] is going to print money. If there is not war, they are going to print money and so whenever there has been money printing, the result has been that you should have your money in real assets.

It has been a pretty clear thing throughout history. The real assets are the only way to protect yourself. Real assets are basically the only way to protect yourself in time of war.

So in my view whatever happens, if the world economy gets better, commodities are going to be good because of the shortages developing. If there is war, commodities go up in war. If there is peace and there is not going to be an economic recovery for governments, they are going to print even more money, it is the western government. So depending on how things work out tonight, I would probably use this opportunity to jump in and buy more commodities."

Jim Rogers

Tuesday, January 11, 2011

Jim Rogers Loves Rice And Silver, Top Picks For 2011

“I would rather own silver than gold. Silver is still 40% below its all-time high. So silver has not been any sort of great bubble compared to perhaps some other assets we know.

Likewise for the rice, if rice goes down, I will buy more rice. So both the silver and rice have a great future for the next few years."

Jim Rogers