JIM ROGERS on The Keiser Report: Dumb Luck, Wash Trading & Gold Suppression

In this episode of the Keiser Report, Max Keiser and Stacy Herbert discuss the failure to understand English as saviour of the Japanese banking system. While price signals, the language of the market, are so manipulated as to be indecipherable by even those who speak the language. In the second half, Max talks to legendary investor, Jim Rogers, about gold, bonds and China.




Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers on Investing in Malaysia, the century of Asia, & frontier markets

JIM ROGERS : Malaysia has a few things going for it now. It has a government that understands how the world is supposed to work and it is trying to open up so that if people accomplish something they can see the fruits of their labor. They have lots of natural resources, are right in the middle of the region, and speak multiple languages, so Malaysia has a lot going for it. I would not have always said that. I have had criticisms of Malaysia in the past, but at the moment, I have investments in Malaysia for the first time in a long time.

I first came to Malaysia to make investments in 1985, so I have been involved one way or the other for nearly 30 years. At times I have been very pessimistic about Malaysia. At the moment, partly because of the new government, which is taking a very open approach to Malaysia and to the world. This is a government that understands economics better than some governments, has big reserves, has huge national resources, and has a very large agricultural component of their economy, and I am extremely optimistic about agriculture. Malaysia is right here in the middle if ASEAN and I am optimistic about what is happening in ASEAN. They have this neighbor called China as well. They are multicultural, which sometimes has been a negative here, but they have multiple languages. There are a lot of things going on in Malaysia that, for me anyway, means it's time to start thinking about or investing in Malaysia again - and I have by the way, I do have investments in Malaysia which I made about 2-3 years ago because I saw what the new government was trying to do. So I am more optimistic about the future of Malaysia. There are problems everywhere, but there are many reasons to be thinking about investing in Malaysia now. - in zawya.com



Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers : Malaysia needs to relax its foreign ownership policy

Jim Rogers : "When people think of Malaysia, they think the government owns or controls a major portion of the economy." he said, adding that the government should grant incentives to Malaysians who invest in companies that are privatised to speed up demand from investors.
"Assets disposed are sometimes better off in the hands of the private sector rather than with the government.
"International investors can go anywhere, and they don't go to places where there are restrictions and problems, they prefer the open, exciting and dynamics places.
"If you want to invest in a bank in the US, you just pick up bank bonds. There is no restriction on how much you can own and in how many banks, you can own whatever you want," Rogers added.
"You have huge reserves, abundant natural resources and Malaysia is at the right place at the right time. Of the many countries that have opened up, I would say Malaysia is one of the most attractive.
"Malaysia has to show outside investors the vast opportunities available for foreign investors.
"There are many good companies and opportunities existing in agriculture and development, like what you have been doing in Johor, which could be exciting for Malaysia, as well for outside investors.
"You have to accelerate that trend, you have to let investors know that they are welcomed here and that they will be treated like everybody else." - in thesundaily



Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers on Social Unrest

Near the end of the interview he was asked about the riots ongoing in Brazil. Rogers wrapped in into the central banks printing without regard for the consequences of their actions. He said that in the end, we are all going to suffer for the rest of this decade for the crazy amount money printing.. Be it social unrest, economic downturns or a mix of both.
The Rogers solution? Real assets. This can be precious metals or it can be any tangible asset. Having cash in a financial system that collapses does you little good. Rogers also goes further in saying that you want strict control over your hard assets. Do not store them where you cannot have easy access to them at all times. - in tradethenewsroom

Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.

Jim Rogers: The Only Protection is Owning Real Assets

Safe to say he’s not on Bernanke’s Christmas card list. Jim Rogers, the co-founder of the Quantum Fund with George Soros and author of Hot Commodities sat down for an interview with the Bull Market Thinking blog.

He spoke at length at the economic calamity he sees coming and remarked on the collapse in gold prices in recent weeks. He sees the collapse in prices and the bearish stories as a sort of negative feedback loop that feeds of itself. He goes on in saying that he doesn’t pay attention to other people.
That doesn’t mean the gold correction is necessarily over, but he is sticking to it when it comes to gold.
He encourages investors to follow his lead and pay attention to what is happening around them, not on what others are saying. In effect he is referring to the idea the Fed will be unable to gracefully exit the marketplace with its QE program.
In the past couple of years, Jim Rogers has been on the record talking about the opportunity to short US treasuries. With the talk of tapering giving the bond market enough volatility to make a penny stock blush, Rogers is grappling if he should cover.
Ge says he is short junk bonds the most in the theory that if the bond market goes, thos get hit the hardest and the fastest. So right now, he’s in a wait and see mode as he tries to position himself for the best possible exit.
Deeper into the interview, Jim Rogers was asked on the Fed’s ability to control the bond market. He responded that it one of two things will happen, Either the central banks are going to stop with the money printing, or the market will force them to stop. Rogers take now is that we may have a mixture of both at this point. Talk of a taper, and the bond market finally saying this is insane that QE has lasted this long. - in tradethenewsroom

Jim Rogers started trading the stock market with $600 in 1968.In 1973 he formed the Quantum Fund with the legendary investor George Soros before retiring, a multi millionaire at the age of 37. Rogers and Soros helped steer the fund to a miraculous 4,200% return over the 10 year span of the fund while the S&P 500 returned just 47%.