Russia stock market is a value buy

Jim Rogers on the current Russia controversy and Russian Stock Market

"Russia's stock market right now is one of the cheapest in the world, and probably one of the most hated. This is the time to buy Russia"


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers on importance of travelling

It is extremely important that everybody spend time outside of their own country. You will learn a great deal more about yourselves, about your own country, and about the world if you do.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers on teenage Korean girls

Jim Rogers is a believer in the power of demographics. He is optimistic about the rise in gender equality in South Korea, China and India.

"One of the best things you can do is to be an 18-year-old Korean girl. That’s why I had girls, by the way."


Rogers also has an advice for young females:

"Be very wary of the boys. Be skeptical of everything they say. Remember South Korea: in the 21st century, they will need you more than you need them.”

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers interview on Emerging markets and Farming on Russia Today

Watch the interview on RT TV above

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers: Creditors vs Debtors

"There is huge artificiality in the world, some of it its in Asia but its everywhere. And when that artificial sea of liquidity starts drying up, everybody is going to suffer including Asia. But I would rather be with the creditors and the dynamic people on the rise than with the debtors at a time like that."


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers has a high regard for Farming

Jim Rogers praises the field of Agriculture and farming-

"More people need to get into farming; otherwise, we won't have any food. The best thing you can do is become a farmer, assuming you know what you're doing. I imagine I'd be terrible at farming, as I know nothing about it and have no experience. That's why I stick to investing."



via - http://www.cnbc.com/id/101499945

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Why people love Jim Rogers

"I make a lot of speeches around the world, which I love doing. For some reason, people keep inviting me. But more importantly than that, I have two little girls that I spend as much time with as I can. I came to parenthood late in life, so I spend as much time with my kids as I can. Not making speeches, or investing, or whatever." 

via - Investing.com

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers continues to be bullish Japan

Jim Rogers speaks to investing.com on why he continues to be interested in Japanese markets:

"First of all, the market is down 70 percent or so from its all-time high. But Mr. Abe has said he’s going to print unlimited amounts of money. Those were his words. So he’s going to ruin Japan. Twenty years from now, we’re going to look back and say: that was the death knell for Japan."

"But in the meantime, if you print unlimited amounts of money it’s got to go somewhere. The market is down dramatically in 24 years. And Abe also passed a law giving tax incentives for ordinary Japanese to invest in the stock market. I’ve seen that happen many times in history, and it always gets people to invest."

"For those reasons, I’m investing in japan. I repeat: this is all going to be a disaster in the end. Printing unlimited amounts of money is terrible. Running up staggering debt is terrible. But that’s what Mr. Abe is doing. He’s going to ruin Japan. But he might make the stock market go higher."

Commodities still in ongoing bull market

The bull market in stocks between 1982 and 2000 had many significant corrections. In 1987, stocks went down 40 to 80 percent. 1989, 1990, 1994, 1997, 1998 – these were several very significant corrections in the price of stocks.

Back then many people said: Aha! Now the bull market is over. Well, they were wrong. In my view, this is what’s happening in commodities. It’s a normal temporary correction, which happens in all markets. 

I do not see enough significant permanent new supply in almost anything, which can cause the end of the bull market [in commodities]. Rio Tinto and BHP Billiton and others have cut back substantially on their capital spending programs because they think they should not be bringing a lot of new [mining] supply on stream yet. 

So until we have significant permanent new supply, I don’t see the bull market coming to an end. 

The bull market will end, I assure you, it will end someday. But not yet.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Shale oil gas developments not as exciting as first thought

Demand for drilling rigs is down 75 percent. Why do you think the rigs are down? If it was so wonderful, everybody would be drilling like crazy. Gas prices have quadrupled. People would be out there drilling like crazy people, when prices have quadrupled. The facts on the ground are: these [developments] are not as exciting as we thought at first.

Now, hopefully, mankind will figure out a way to overcome the technological problems. Mankind always has. But so far we have not been able to figure that out.

The same applies to shale oil. Shale oil production drops even faster than shale gas. This doesn’t even get into the whole environmental question of water, etc  [e.g. concerns over environmental damage caused by fracking]. I have no idea whether the environmentalists are right or not.


via Investing.com

Jim Rogers investment style is not boastful

Jim Rogers refers to his investment style as a "lone wolf". He likes to form his own opinions and not relies on others for investment advice.

"I’m afraid I don’t pay much attention to other people. I’m pretty much a loner. I have found in my career that when I listen to other people I usually make mistakes and lose money. So I try not to pay much attention to other people. There are plenty of smart investors in the world, but I just don’t move in those circles."

via http://www.investing.com/news/commodities-news/investor-jim-rogers-talks-commodities-(q-a)-271156

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Tapering influences supply demand

Everything is supply and demand. If tapering occurs, that certainly influences demand, if nothing else. 
So ultimately it’s all supply and demand.

Different things affect supply and demand. War affects demand, for instance. It also affects supply. Money printing affects demand certainly, though it doesn’t affect supply so much.

In the end, whatever happens, most things affect and influence supply and demand, including tapering.  

Shale oil and gas production dropping

Jim Rogers on why Shale Oil and Gas is not a long term benefit for the US

I would urge people to go out and see what’s happening in the field. Yes, it was all very exciting in the beginning. But now we’re finding out that those wells are very short-life wells. Production dropped by 40 to 60 percent in the first year, and the demand for rigs to drill in the shale fields is down 75 percent in the last couple of years. The demand for pumps is down 50 percent.

So it’s not as much fun as we’d hope it would be. In some countries such as Poland, people have given up their shale leases, because they’ve realized it’s just not so simple. I read all the hype, but again I’d urge people to go into the fields and see what’s actually happened, rather than reading what journalists hype.

Why gold went up and now is down

We had an anomaly in the gold market. Gold went up 12 years in a row, which is very strange and unusual for any market. When the correction came, it too was an anomaly. At the same time, the Indians – who were the largest buyers of gold in the world – Indian politicians started blaming their problems on gold. So they took many measures to cut back their demand for gold, successfully.

Gold is still going down. India was a much bigger buyer than anyone else – so obviously when you take out demand from the largest buyer of anything, it causes a correction. That’s what been happening. Nothing unusual about it.

At the same time, many speculators and investors were cutting back after the 12-year bull market. That plus the Indians overwhelmed Chinese demand.

I still am not buying gold in any big way yet, because there are still too many mystics, too many people who think that gold is holy. I don’t see how the markets can make a bottom until a lot of those mystics get shaken out of the market. Once they throw in the towel, then gold will make a significant bottom, and I hope I’ll be buying a lot more at that time.  


via http://www.investing.com/news/commodities-news/investor-jim-rogers-talks-commodities-(q-a)-271156

This is how the how the final rally and collapse will unfold

They [Fed] will continue on the path they have stated until there is a lot of pain in the market, and then they will panic. And they will get in and stop cutting back. Everybody will heave a sense of relief and say its all going to be okay, the markets will get a rally and that will possibly be the final big rally. That may not be until 2015 or 2016, I dont know.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Pension Plans possibly at Risk of confiscation

The EU banking authorities have already made it possible for the governments to take peoples bank accounts.

The Federal Reserve has also made it possible in their regulation, in a desperate situation, they too will confiscate money from peoples banks account to save the Banks. They have decided the Banks are more important than the individuals and their money. 

Its happened in Poland. Poland has already confiscated some of their Pension plans. Other countries are preparing to confiscate pension plans. So its certainly going to happen in the US. Theres been bills introduced in congress. In 1930's they confiscated peoples Gold. This time they will confiscate pension plans. Theres a lot more money in pension plans than gold. 


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers on John Williams hyperinflation scenario

On the possibility of Hyperinflation in the US in 2014:

John Williams is a smart guy. I certainly admire him. I would be skeptical that there is a dollar collapse in 2014 but anything is possible. My goodness there is enough madness in Washington and other parts of the world. So why not. I am long the US Dollar so I am not expecting it this year. The reason I am long the US Dollar is because there is going to be a lot of turmoil in the world, in the next year, two or three. 

And when there is turmoil people flee to the US Dollar, because they think its a "Safe Haven". 



Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

China debt problems exist in other countries too

There are debt problems in China, just like debt problems anywhere in the world.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

More risks leads to more problems

All those people doing the right things, they didn't go deep into debt, they didn't buy 5 or 6 houses with no money down. They are now getting wiped out to save the people who did it the wrong way. The people that saved their money are now getting no return. The way the government is talking this is going to continue for a while. This is not good for any of us. Unfortunately many people are taking more and more risks and often that leads to problems down the road.

Jim Rogers on why he owns Japanese Yen

I am watching Japan. I wouldnt mind buying some more Japanese shares. 

I actually also own the Japanese Yen for the first time in a while because there are/were huge short positions in the Japanese Yen.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

The last market rally and eventual collapse

What usually happens in any markets are some marginal players start having problems and they spread to more and more people. We are already having some  marginal players having problems. It will spread to more and more people. 

What I expect is the federal reserve will continue to cut back, other central banks are not cutting back but eventually that will lead to problems in the markets. The federal reserve and other central banks will panic and we will have a big rally, and I would suspect that would be the last rally before the big collapse.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Jim Rogers: Investing in North Korea

Why Invest in North Korea
I am investing in the future and in change I don’t condone any kind of that madness (human rights abuses) but it’s the change that’s coming that I’m investing in.

Basic Infrastructure
They don’t have anything in North Korea. Internet, telephones, sheets, towels and anything that you are good at there is a market for in North Korea and it will do well.

Potential for future investments
Yes, North Korea has vast natural resources, metals and minerals which have not been fully exported which can be, could be and will be.

Leader of North Korea pictured with his wife

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.