Best Of The Best Share Discussion Threads

[traderabc] 29/3/2014 23:31

Jim Rogers: Gold Is My Insurance Policy

[traderabc] 28/3/2014 00:02

JIM ROGERS Im BUYING CHINESE STOCKS & RMB Currency

[traderabc] 27/3/2014 23:58

3/23/2014 @ 3:43PM |15,139 views
Jim Rogers Wants To Put All His Money Into This Country. Is It The Next China?
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Forget diversification. Jim Rogers has identified the world's next great investment opportunity, and in a recent interview the famed guru said he is willing to put all his considerable fortune there.

So where is the planet's best place to commit cash? According to Rogers, it's the Democratic People's Republic of Korea. Yes, that's the formal name of what the world knows more simply as North Korea.

Rogers has also been talking about farming as a terrific investment in recent days. As he said at the end of last month to Simon Jack on BBC Radio 4's "Today" show, "If you want to make a lot of money in the future-which many people do-you should learn to drive a tractor."

[traderabc] 27/3/2014 23:52

Jim Rogers: EU goes down the tube as politicians spend cash they don't have.

Min 4.20

[traderabc] 27/3/2014 23:50

President's Speaker Series: Jim Rogers

1:19:43

He brings his children along, min 13.

[traderabc] 26/3/2014 13:35

Same sort of thing Rogers has been saying.


Legendary Investor Warns Next Stock Market Bust 'Will Be Unlike Any Other'



FTMDaily.com – Mr. Jeremy Grantham is one of the largest money managers in the world. As the co-founder and chief investment strategist of GMO (Grantham Mayo van Otterloo), he oversees $100+ billion in assets.

Through his years of quantitative research, Grantham has demonstrated that bubbles in all "commodity, stock and bond markets excluding timber" end with a reversion to the mean. This is a hallmark of the man's work.

But one of the reasons that Grantham has been so successful is his ability to identify speculative market bubbles and move his clients' assets out before the "crash".

Some of the past "bubbles" Grantham has warned his clients about include: The Japanese stock and property bubble of the late 1980′s and the "dot-com" tech bubble of the late 1990′s.

[traderabc] 24/3/2014 13:54

Jim rates Russia as a 'buy', so does this guy

Columnist Liam Halligan on Ukraine vs Russia vs The West

[traderabc] 18/3/2014 13:26

JIM ROGERS - A Look Back at His Life and How He Got So Rich.

[traderabc] 18/3/2014 13:22

Interview with Jim Rogers by Wen Yan

[traderabc] 17/3/2014 20:11

Jim Rogers On Economic Collapse And The US Debt‬



Good interview, especially the second half.


NOTE !!

Cuts out at min 4, starts again at min 15

[traderabc] 17/3/2014 14:15

Something totally off topic, but interesting

How Wolves Change Rivers

"When we try to pick out anything by itself, we find it hitched to everything else in the Universe." - John Muir

When wolves were reintroduced to Yellowstone National Park in the United States after being absent nearly 70 years, the most remarkable "trophic cascade" occurred. What is a trophic cascade and how exactly do wolves change rivers? George Monbiot explains in this movie remix.

[traderabc] 17/3/2014 14:07

Yale-NUS President's Speakers Series: Jim Rogers

In a talk titled "How I see the world and what I'm doing about it", investment guru, Guiness Record winner, and travel enthusiast, Jim Rogers spoke to a full house as part of the Yale-NUS College President's Speakers Series on 19 February 2014.

[traderabc] 17/3/2014 14:06

Excellent, I like Molyneux.



Stefan Molyneux speaks with legendary investor Jim Rogers about the future of the world economy, the coming economic shift and how to prepare for the future.

[traderabc] 17/3/2014 14:03

MBAs are a Waste Of Time & Money



Getting an MBA in your lifetime will be a total waste of time, money, energy and everything else. Let me tell you why.

First of all, having taught in a MBA school, I can tell you most of what you learn is totally wrong, you have to pay a lot of money to learn incorrect stuff and then you have to go out and you are 2 years behind everybody else because they were working. So it wasted you a lot of money to fall 2 years behind everybody else. And then it will take even more time to unlearn the things you learned at the business school.

[traderabc] 17/3/2014 13:46

Jim Rogers Not Bullish On Shale Oil

"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." - in IB Times

Full interview

[traderabc] 10/3/2014 22:31

Best Graphite Play? Investor Icon Jim Rogers Thinks So




[ACCESSWIRE]Vancouver, BC / ACCESSWIRE / March 5, 2014 / (VantageWire.com) - Delivering shareholder value appears not to be as issue with Quebecbased miner Mason Graphite (LLG: TSXV, MGPHF: OTCQX). Over the last 3 months, the shares have moved from a low of $0.26 to $1.08 and are currently trading at the $0.75 level.

Management brings decades of direct graphite experience and the Mason team is arguably the savviest group of executives in the space. More in a moment, as the unique corporate approach should be of great interest to investors.

Regular readers of the BLR know the importance of graphite as an industrial application, particularly in graphene form. Graphene is a one atom thick layer of carbon, with much higher strength than steel, higher heat tolerance than silicon and superior electrical and thermal conductivity than other mediums. The current challenge is to lower the cost of transforming graphite to graphene. Currently there are over 180 products that rely on graphite with the largest growth seen in the battery market.

In his recent State of The Union address, US President Obama referred to graphene, characterizing it as a "paper thin material that is stronger than steel."

Mason's flagship property is the 100% owned 11,630 ha Lac Guéret property in NE Quebec. On December 5th, the Company announced an updated mineral resource estimate that upgraded the Measured and Indicated tonnage by 685% to 50Mt. Inferred resources increased from 2.8Mt to 12Mt. The first 22 years of mine life has a 27.4% grade of graphite (Cgr) and operating cost of $390/tonne. Following that, the mine can produce for many years at 13% grade. All in all, total mine life could well exceed 200 years.

[traderabc] 04/3/2014 14:25

The Business of Food
Duration: 18 minutes
First broadcast: Tuesday 25 February 2014

The population is rising, weather patterns are changing - does that mean the word is going to struggle to feed itself? Or, is there actually already more than enough food to go round? Is the real problem that so many people...  Show more

[traderabc] 04/3/2014 14:24

Holding on to Chinese stock for my daughters: Jim Rogers


Jim Rogers may sell off his assets, but he's holding on to his Chinese stock for his daughters, the billionaire American investor said at a precious metals forum in northeastern China's Liaoning province on Friday.

The 71-year-old billionaire, co-founder of the privately owned hedge fund Quantum and one of the Chinese economy's biggest advocates, told the audience in attendance that the first time he bought Chinese shares was in 1988, and he subsequently made more purchases in 1999, 2005 and 2008, and most recently following the generational leadership change at the 18th National Congress in November 2012. He said while he may start selling off some of this other assets, he will hold on to his Chinese shares for his young daughters, 10-year-old Happy and six-year-old Baby Bee.

Rogers also remained optimistic about the future of the renminbi, which he said will only become more and more valuable and will eventually take over the US dollar as the world's primary reserve currency.

[traderabc] 25/2/2014 23:26

JIM ROGERS When Will FEDERAL RESERVE STOP PRINTING MONEY. INVEST in CHINA.

[traderabc] 24/2/2014 14:40

GSR interviews JIM ROGERS - Feb 18, 2014



Full show

[traderabc] 24/2/2014 13:09

Jim Rogers Weighs In On the Greatest Hedge Fund Story Ever Sold
Posted on February 22, 2014 by Janet Tavakoli - No Comments ↓
A reader reminded me that when I recently mentioned false public reports in 2009 of $20 billion gains in a hedge fund advised by Taleb, I left out three relevant things: 1) the gains were first reported in GQ and based on that were then reported by the Times in the UK, among other media outlets, 2) money was concurrently raised for another fund, and 3) Jim Rogers weighed in from Singapore. I added Jim Rogers' views to the end of this commentary. Read more...
You may also enjoy: "Where Were the Drama Pundits When it Mattered?" to read about Jim Rogers' early call on Citi, 11 months before Meredith Whitney, and oddly enough, at the time, she refuted him on Cavuto on Business. She didn't compound ignorance with inaudibility. The media narrative that no one knew about Citi's problems until the Fall of 2007 was very convenient for Citi executives, especially when they testified in front of Congress and claimed ignorance.




Taleb Kills $20 Billion Mythical Swan
Posted June 1, 2009
By Janet Tavakoli


A recent GQ article1 quoted Nassim Nicholas Taleb as saying that in the falling market he "made $20 billion for our clients, half a billion for the Black Swan fund."

I checked with Nassim Taleb regarding the $20 billion in gains and asked if he were misquoted. He responded via email: "The quote is inaccurate. THe [sic] 20 billion might correspond to the face value of positions." This response is both vague and different in character from the mythical $20 billion in gains inaccurately quoted in GQ's article. The total gains could be a tiny fraction of what Taleb loosely describes as "face value."2





Jim Rogers also warned about Lehman when Bear Stearns imploded in mid-March 2008, but Whitney continued to rate Lehman outperform. Whitney downgraded Lehman to "perform" at the end of March 2008-so much for taking a hint or issuing an early warning. Lehman went under September 2008.

[traderabc] 16/2/2014 22:41

Jim Rogers Tells Us What Everyone Keeps Getting Wrong About China


Concerns about a Chinese hard-landing set off by Beijing's efforts to deflate the credit bubble are making headlines again.


GDP growth slowed to 7.7% in 2013, the lowest level in 14 years. And the slowdown has played a part in the emerging markets rout we have seen recently. But recent trade and lending data, and Lunar New Year sales have come in better than expected.

We reached out to Jim Rogers, chairman of Rogers Holdings , to get his thoughts on the slowdown and on what everyone is getting wrong about China.

Rogers told us that we shouldn't be very concerned about the slowdown in the Chinese economy. However, he does worry about China's debt at the local levels.

He also took issue with the naysayers calling for a major crash.

Business Insider: What worries you the most about China right now?

[traderabc] 16/2/2014 22:39

Each week, ETF.com interviews leading macroeconomic thinkers and strategists on the regions, industries, currencies and commodities with the best outlook over a near-term (six-month) time horizon, along with ETF.com's analysis of the best ETFs to implement these strategies. Subscribers to the ETF.com Alpha Think Tank Newsletter get these insights delivered weekly to their inbox.

This week's interview was with Jim Rogers, author of "Street Smarts: Adventures on the Road and in the Markets," who is widely regarded as one of the world's sharpest macro-focused thinkers.

Excerpted:

[montyhedge] 13/2/2014 17:26

Old Jim must have done his boll-cks last 18 months.