Showing posts with label U.S. Government Bonds. Show all posts
Showing posts with label U.S. Government Bonds. Show all posts

Thursday, February 1, 2018

US Treasuries: How China Will Play

If I was in Chinese I would say "No, I'm going to wait until I need to play the card to start selling the US Treasuries." If they need to take an action they won't have any bonds to sell. At least if they own a lot of Treasury bonds they can say to America, "If you do that we're going to sell your bonds."

Friday, March 4, 2016

Forex Markets: Who 10 Years From Now Wants To Own U.S. Dollars?

Who 10 years from now wants to own U.S. Dollars? I own a lot of them right now but I cannot imagine owning any in 10 years!

(U.S. Dollar, U.S. Government Bonds, SPDR Gold Trust ETF (GLD), iShares Silver Trust ETF (SLV))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Thursday, March 3, 2016

We Will Have A Sovereign Debt Crisis Before 2024

We are certainly going to have a sovereign debt crisis between now and 2024. Are you kidding? We will have all sorts of crisis maybe even serious war, probably serious war by then as the situation gets worse and worse people will lose confidence in governments. I am more worried about the next 8 years than you are!

(SPDR Barclays Capital High Yield Bond ETF (JNK), U.S. Government Bonds, Nasdaq 100 Futures, SPDR S&P 500 ETF Trust (SPY))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Wednesday, March 2, 2016

I Cannot Imagine Buying Bonds Anywhere In The World

I am short junk bonds and I would not buy bonds, I cannot imagine unless it is a very special situation. I cannot imagine buying bonds anywhere in the world except maybe for short term Russian bonds just because the yield is so high. But I cannot imagine buying bonds anywhere.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Tuesday, March 1, 2016

The Bond Bull Market: Coming To An End?

The bond bull market has been going on for 35 years. It started, the bottom was on September 1981, so it has been going on for over 34 years now. And yes, it is coming to an end. You may have government bonds go higher for a while just as panic takes place. I am short junk bonds in the United States and you are right, they are going down now, some more than others obviously.

We are making a top in interest rates but that does not mean that if and when the Federal Reserve panics again that interest rates will not go down some more. But we are making the top. Not sure about sovereigns because I expect so much panic that many people will pile into them as they are piling into the U.S. Dollar. (iShares iBoxx $ High Yid Corp Bond (ETF) (HYG), SPDR Barclays Capital High Yield Bond ETF (JNK))

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Saturday, January 23, 2016

Investing: "I Am Not Short U.S. Treasuries"

I am not short U.S. Treasuries, I am short U.S. stocks, I am short U.S. junk bonds. The spreads between Treasuries and junk bonds got to be very, very narrow. So I am short junk bonds but not Treasuries.

Interest rates will be going higher in the U.S. little question of that, wether the Federal Reserve takes them up or the market takes them up. We have had this artificial level of interest rates for a decade now and this has to change.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Wednesday, August 19, 2015

U.S. Debt: A Dangerous Situation


The U.S. has been piling up debt and that will cause problems going forward.

Tickers: 10-Year Treasuries, SPDR S&P 500 ETF Trust (SPY)

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Monday, July 13, 2015

Markets: Where The Next Hurricane Will Hit

A lot of the hurricane is going to be in sovereign debt, no question about that. At the moment people think the U.S. Dollar, the U.S. Debt is a safe haven. It is not a safe haven.

The U.S. has huge amounts of debt, I am afraid the next time we have a big economic economic problem it is going to be centered in corporate debt.

Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several investing books and also a renowned financial commentator worldwide famous for his contrarian views on financial markets.

Wednesday, December 17, 2014

U.S. Debt: The U.S. Dollar Will Ultimately Have Serious Problems

The U.S. Dollar is and has been the world`s reserve currency for maybe 60, 70 years now. It took over from the Pound Sterling which had been the world`s reserve currency itself for 160 years.

Unfortunately the U.S. Dollar, and I am an American citizen, is a terribly flawed currency. We are the largest debtor in the world and the debts are going higher and higher. Countries that get themselves into these kind of situation ultimately have serious problems with their currencies and something comes along to replace it.

Tuesday, November 25, 2014

China: Buying Less U.S. Government Bonds

The Chinese have more or less seemed to have stopped buying what they were before, their holding in U.S. Government Bonds, at least what they report is not going up very much, so that seems to have slowed down. The Japanese likewise. It is partially because they all know what I think I know, that the U.S. Dollar is a terribly flawed currency, they are trying to diversify away from the U.S. Dollar, so I think they have more or less stopped now. At least stopped increasing their positions, their ownership and more and more people are trying to move away from the U.S. Dollar.

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