Best Of The Best Share Discussion Threads

[skyship] 12/10/2014 11:25

4th Aug'14 - see above - "I doubt it's Third World War; but gold, oil are best plays in such times: Jim Rogers"

Hmm - not the best of calls it would seem, nor his agricultural calls either with most cereals close to multi-year lows.

[apdi71] 12/10/2014 08:29

Erin sits down with famed investor Jim Rogers to talk about Russia, agriculture and China. Rogers is bullish on agriculture and likes China. But he sees the Chinese purchase of the Waldorf-Astoria hotel as a top of the market kind of “trophy” acquisition. Jim also comments on whether a US equity bear market is on the horizon.



Stand up comedian gives series of short deadpan talks on minimum wage , why we would have no roads without big government etc. Fan of Henry Hazlitt.

[bookbroker] 16/9/2014 16:02

Irrespective of the claim failing, it looks like this was already factored in to the price, although tapering off I see now, was the Sportech claim for an overpayment or otherwise, seems Best's claim was for paying too much, but the Sportech re-claim would seem to set a precedent, one I suppose should concentrate on their existing level of business, as it is not currently recognised on the books!

[jeff h] 16/9/2014 15:04

Well looks as though the VAT claim not successful after all...I've sold the 15k I bought in July.

[traderabc] 11/8/2014 20:06

Go Where the Chinese Government is Going

[traderabc] 11/8/2014 20:04

video version of post 4606

'Inst rates in US will go up and stock mkts will fall' : Jim Rogers

[traderabc] 04/8/2014 08:51

I am still in wait-and-watch mode on India: Jim Rogers

Interview with Chairman of Rogers Holdings and author of Street Smarts: Adventures on the Road and in the Markets

Calendar year 2014 has been a good year so far for most global equity markets. Jim Rogers, chairman of Rogers Holdings and author of Street Smarts: Adventures on the Road and in the Markets, explains his outlook to Puneet Wadhwa, including that on India, which needs to do a lot to put its house in order, he says. Edited excerpts:

What are the chances that the developing geopolitical situation creates a flutter in the world equity and commodity markets that takes investors away from allocating money to riskier assets?

[traderabc] 04/8/2014 08:49

I doubt it's Third World War; but gold, oil are best plays in such times: Jim Rogers

In a chat with ET Now, commodities guru Jim Rogers shares his view on global and Indian markets in view of the ongoing geopolitical tensions. Excerpts:

ET Now: When it comes to the geopolitical tensions from Ukraine and Gaza, do you expect any repercussions on equity as well as commodity markets? Or, any change in risk aversion?

[traderabc] 29/7/2014 23:23

Jim Rogers

[elmfield] 27/7/2014 19:52

Going to be proved so so so so right,
Thanks for that post!

[traderabc] 27/7/2014 19:51

Jim Rogers crossing China with his motorcycle in 80s

This is a full documentary from late 80s with a successful american investor seeking adventure by traveling across China with his motorcycle in order to meet the local people, exploring the hall country and collecting all information he needs to be able to predict the china's economy future in order to prepare him self for his next investing decisions.

[traderabc] 27/7/2014 19:49

Cheers Bonnard.

"I don't trust the data from any government, including the U.S., Rogers said. "We know that governments lie to us. Everybody's printing money, but it cannot go on. This is all artificial." all the money printing is creating false hope that we are in the middle of some kind of super bull market. "we're living in a fool's paradise." Global investor Jim Rogers tells Fox Business, and "it cannot go on." Rogers warns that the stock market bubble will end soon, and when it does, "we will all pay a terrible price." "We may well have had a big, big rally in the U.S. stock market, but it's not based on reality. I would encourage investors to know you're in a fool's paradise, be careful, and when people start singing praises, say, 'I've been to this party before, and I know know it's time to leave.'" "The Bank of Japan says it's going to print unlimited amounts of money... Then Mr. Bernanke said I'll match that... I'll print that money too. The Europeans are catching on. You've got money printing going on everywhere and that has never been good for anybody," Rogers said."For instance, there was 2001 and 2002, and then 2007 and 2009 was much worse. "First of all, throughout American history, we've always had slowdowns every four to six years. That means that sometime in the next couple of years - three years, maximum - we are going to have problems again, caused by whatever reason," Well, the next time it's going to be worse still, because the level of debt is so, so, so much higher. Every country is increasing its debt at the same time." "This is the first time in recorded history that we have every major central bank in the world printing money, so the world is floating on an artificial sea of liquidity. Well, the artificial sea is going to disappear someday, and when it does, the catastrophe will be even worse. Yes, it's coming,"

[traderabc] 21/7/2014 20:41

Jim Rogers - US Economy is no longer producing - There are no more farmers just wall street

[traderabc] 21/7/2014 20:31

The English starts at min 3

【佳#775;】Jim Rogers:中Þ69;是世界之ŵ25;

[traderabc] 21/7/2014 20:19

Jim Rogers: Savers Are Being Destroyed

[traderabc] 16/7/2014 09:35

Jul 4, 2014 - 12:40 PM GMTby Eddie van der Walt Jim Rogers believes the commodities supercycle may have another two to five years before the bubble bursts, he told The Bullion Desk, adding that he is still bullish on gold and awaiting further buying opportunities. "Commodities will end in a bubble by the end of the bull market, whenever that is – whether that is in two years' time or five years' time," the author and hedge fund manager said. "Bull markets normally end in a bubble and this one may be no different." Asked whether he favoured the longer or the shorter ends of his predicted timetable, he said: "I doubt the timeframe is two years; it will probably last longer than that. But no, it is definitely not over, not with all this money printing going on." "I don't think this will last another 10 years – but who knows, governments are still printing money so this could go on much longer than anyone expected," he added. The key drivers remain limited supply and loose monetary easing, Rogers said, warning that "we haven't seen the full effects of quantitative easing yet". "There is still staggering amounts money floating around, with huge artificial oceans of excess liquidity – this is the first time in recorded history that all the world's major central banks simultaneously printed large amounts of money, from the EU, to the UK and the US. This has never happened before, so this is not over yet." The US is currently in the process of slowing the rate at which it expands the monetary base. Under its third quantitative easing programme (QE3), it bought $85 billion in bonds per month but it has slowed the pace of its monthly purchases to $35 billion per month. Still, it has printed more than $4 trillion dollars to boost the US economy since rolling out QE1 late in November 2008. The UK and Japan have also previously embarked on QE but the EU has not yet done so, recently opting for negative interest rates instead. There are often periods of consolidation in bull markets and the current run in commodities is no different, Rogers also said. "I remember between 1982 and the end of the century, in the stocks bull market, we saw several corrections," he added. "In 1987 stocks were down 40-80 percent worldwide and it took a long time for it to get above pre-correction levels but the bull market was not over. We are seeing the same normal correction happening in commodities now. Rogers remains bullish on gold in the long term: "I still own gold – though I'm not buying at the moment. But if there is another buying opportunity in the next year or two, I will buy because it will go much, much higher. Gold will be one of the final commodities to end in a bubble in this cycle." Gold reached an all-time high of $1,921.12 per ounce in September 2011, having rallied from a base of about $250 at the turn of the millennium. Since reaching these highs, however, it dropped to a low of $1,180 late last year, prompting many to say the bull market was over. But it has since recovered and was last at $1,322 per ounce, little changed from its overnight close but little more than $10 off recent 14-week highs. - See more at: hxxp://www.bulliondesk.com/gold-news/interview-supercycle-to-last-2-5-years-gold-to-go-much-higher-jim-rogers-77836/#sthash.iS6dIiui.dpuf

[traderabc] 01/7/2014 10:33

Good interview, skip the first 25 mins

Jim Rogers & Dr. Ashraf Ramelah

[traderabc] 01/7/2014 10:31

Jim Rogers: 'Depressed' palladium one of best commodity investments

"In 1987 stocks were down 40-80 percent worldwide and it took a long time for it to get above pre-correction levels but the bull market was not over," said Rogers. "We are seeing the same normal correction happening in commodities now. But we have not seen enough supply come on stream yet in any commodities sector, except maybe iron ore or something like that, to bring supply and demand back in balance."

Despite these points, Rogers still refuses to call a top in the commodity market. In fact, the bestselling author of "Hot Commodities" believes commodity prices will continue to rise in the months to come. However, investors should be cautious because commodities could possibly conclude in a bubble by the end of the bull market, which normally happens.

[envirovision] 01/7/2014 09:35

Hmm moving ahead here, yes its always struck me as a company that considers its shareholders first. Always an important reason to hold and take the risk, there are so many listed companies out there that treat their shareholders with distain.

[jeff h] 30/6/2014 12:19

I think the risk/reward balance is in our favour envirovision, especially if as seems very likely the VAT claim decision is not overturned and given that the company has previously returned excess cash to shareholders another special dividend is made which could easily be 40p or more.

EezyMunny makes an interesting point on the SPO thread that if BEST are successful with their claim they may need a licence to carry on with Spot the Ball games or change the competition.

The company say the situation is not yet clear.