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Выбор редакции
22 сентября, 17:00

Focus On Stocks That Are Not On The ETFs Radars

In a recent interview with MarketWatch, Jim Rogers urges investors to... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Jim Rogers is a legendary investor that co-founded the Quantum Fund and retired at age thirty-seven. He is the author of several books and also a financial commentator worldwide.

Выбор редакции
21 сентября, 17:53

When The Bear Market Arrives...

When we have the bear market, a lot of people are going to... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  

21 сентября, 09:23

Россия-2047 станет новым бенчмарком евробондов РФ

Выпуск евробондов "Россия-2047", объем которого после доразмещения в среду достиг $4,5 млрд, станет новым бенчмарком для рынка вместо потерявшего в последние годы в ликвидности выпуска "Россия-2030".

21 сентября, 09:23

Россия-2047 станет новым бенчмарком евробондов РФ

Выпуск евробондов "Россия-2047", объем которого после доразмещения в среду достиг $4,5 млрд, станет новым бенчмарком для рынка вместо потерявшего в последние годы в ликвидности выпуска "Россия-2030".

19 сентября, 22:21

Actions of A Bully Child or Dying Empire: Sanctions and Threats

Actions of A Bully Child or Dying Empire: Sanctions and Threats Posted with permission and written by Rory Hall, The Daily Coin     As the Western world continues to slide into the dust bin of history, it is not going without a fight. As with any “wounded animal”, once the reality of pain permeates the body, it typically lashes out at anything or anyone within arms' reach. In the case of the Western world, arms'-reach is merely the push of a button and everything begins to change.   What Europe has already come to realize is these meaningless Russian and Iranian sanctions only hurt western manufacturing and have minimal impact on the country the sanction is directed. Threatening to cut off China from the SWIFT system is akin to threatening to keep a person out the restroom in a home with multiple restrooms – it doesn’t matter as there are alternatives and they simply begin using the alternative and go about their business. The financial weapon known as the SWIFT system fired its only bullet in 2011 when Iran was locked out. The chamber is empty and there will never be another bullet for this particular weapon. All it really does is upset people to the point of China actually telling the U.S. “calm down and stop making threats“.   If the Trump administration puts sanctions on China, this would hurt America more because it just forces China and Russia and other countries to cooperate, says investor and financial commentator Jim Rogers. US Treasury Secretary Steven Mnuchin warned on Tuesday that the US could impose economic sanctions on China if it does not implement the new sanctions regime against North Korea, saying that the restrictions could involve cutting off Beijing’s access to the US financial system. “If China doesn’t follow these sanctions, we will put additional sanctions on them and prevent them from accessing the US and international dollar system, and that’s quite meaningful,” Mnuchin said at the Delivering Alpha Conference in New York City. The UN Security Council unanimously approved a resolution banning North Korea’s textile exports and capping its oil imports following Pyongyang’s sixth nuclear test conducted last week. **** Jim Rogers: Sanctions are sanctions. They could do sanctions which are not very important or don’t do much damage. And then they will have good public relations which says they have sanctions, but it is meaningless. I would suspect if anything, that is what they will start with. If they put sanctions on China in a big way, it brings the whole world economy down. And in the end, it hurts America more than it hurts China because it just forces China and Russia and other countries closer together. Russia and China and other countries are already trying to come up with a new financial system. If America puts sanctions on them, they would have to do it that much faster and in the end America will lose its monopoly on the financial system, which will hurt America more than anybody. Source The sanction game is over. It’s only the dying empire of the Federal Reserve, ECB, Wall Street, City of London and their military strong arm operating in the Pentagon that have yet to accept this new reality.   The days of bullying nations and simply bombing them into submission is over as well. Russia and China have made it very clear this is no longer acceptable and Russia has all but shut down the operations in Syria. The “ISIS” boogeyman is surrounded and fleeing into Asia and recently showed up in the Philippines. The fact that a group of desert dwellers acquired an ocean going vessel should be enough evidence to even the most brain-dead these desert dwellers are supported by outside forces – like the CIA. Otherwise, from where did the ship(s) materialize?   Sanctions have been killing the German economy, which is by far the strongest economy in the European Union. The very loud voice of opposition has not only been from the German government but the auto industry as well – this whole sanctions game is not working.   So, what’s a dying empire to do when the financial weapons have no impact and some of the most staunch allies turn their back?   Not only is all this going on, you have gold/silver making a lot of noise, exposing the lie of the currency; you also have cryptocurrencies occupying a lot of the focus on the monetary front as well.   The economic war continues and it will be interesting to see how some of this plays out over the next few months. The stress and strain have to be taking their toll on the overall system. It would be a fool's errand to make any type of prediction, especially if you believe, as I do, that all these moves are orchestrated and the end is already well known to the people at the top.   The play goes on and the props are being put into place for the next scene. What are you doing to prepare for the unexpected?     Questions or comments about this article? Leave your thoughts HERE.           Actions of A Bully Child or Dying Empire: Sanctions and Threats Posted with permission and written by Rory Hall, The Daily Coin    

19 сентября, 19:03

Джим Роджерс предупреждает: торговая война США с ...

На фото: Джим Роджерс Недавно американский министр финансов Мнучин пригрозил Поднебесной экономическими санкциями, если та не применит новый санкционный режим против КНДР: «Если Китай не пойдет на этот шаг, мы примем дополнительные меры и перекроем … читать далее…

Выбор редакции
19 сентября, 15:09

The US Dollar Will Lose The Currency Reserve Status Fast

When the US Dollar replaced the British Pound (GBP) as the world`s reserve currency, there was no one really  ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  

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19 сентября, 15:06

Investing: How To Be Successful

The only people are successful in investing or in ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

18 сентября, 01:53

Jim Rogers Warns "If Trump Starts A Trade War With China, It Will End US Hegemony"

Following Treasury Secretary Mnuchin's threat that the US could impose economic sanctions on China if it does not implement the new sanctions regime against North Korea: "If China doesn’t follow these sanctions, we will put additional sanctions on them and prevent them from accessing the US and international dollar system, and that’s quite meaningful." Billionaire investor and commodity guru Jim Rogers has a warning for the Trump administration - this would hurt America more because it just forces China and Russia and other countries to cooperate. RT: What is the likelihood that the US will go through with and actually impose economic sanctions on China if it does not implement the new sanctions regime against North Korea?   Jim Rogers: Sanctions are sanctions. They could do sanctions which are not very important or don’t do much damage. And then they will have good public relations which says they have sanctions, but it is meaningless. I would suspect if anything, that is what they will start with. If they put sanctions on China in a big way, it brings the whole world economy down. And in the end, it hurts America more than it hurts China because it just forces China and Russia and other countries closer together. Russia and China and other countries are already trying to come up with a new financial system. If America puts sanctions on them, they would have to do it that much faster and in the end America will lose its monopoly on the financial system, which will hurt America more than anybody.   RT: What do you think, is it an empty rhetoric and saber-rattling from Donald Trump because he said “those [UN] sanctions are nothing compared to what ultimately will have to happen” without specifying what he meant by that. Do you think this is just mere bluff on the part of the US, or would it really use the ‘nuclear option’?   JR: If it uses a nuclear option for sanctions, it will hurt America much more than will hurt North Korea, it will hurt America much more than it will hurt China, Russia and everybody else. It will force the rest of the world to find an alternative to the US financial system. If he does that, it is going to cause a lot of turmoil in the world financial economy and in the end it is going to hurt America more than it is going to hurt anybody else.   I would give you an example, if you look at Russian agriculture right now – America put sanctions on Russian agriculture trying to hurt Russia, but it has helped Russian agriculture. Russian agriculture is booming now. In the end, America has hurt itself more than it has hurt anybody else.   RT: If that happens, what would the consequences be for the global economy? Could this end up becoming a global economic crisis?   JR: We are probably going to have a global economic problem, maybe even crisis, in the next couple of years. This may be one of the things that start it. There is always something which starts a crisis. If America does something like this, this could be the thing that did it. In 1929, it started when America started a huge trade war with the rest of the world and the economists said, “please, this is a mistake,” but America did that anyway. And then we had a great collapse and The Great Depression of the 1930s.   RT: Washington runs a $350 billion annual trade deficit with Beijing. China also holds more than $1 trillion in US debt. How could the US actually threaten China in such circumstances?   JR: Mr. Trump has been saying for over a year, two years, that he was going to start a trade war with China. He was going to put very high tariffs on Chinese goods. In his mind, he wants to do it, he is ready to do it. Some of his advisors are very much in favor of a trade war. It may very well happen. If it happens, it is going to be very bad for the world and it is going to be worse for America than for other people. Furthermore, as we detailed previously, Beijing has announced plans to start a crude oil futures contract priced in yuan and convertible into gold and Rogers understands how much of a game changer this could be for an industry dominated by the dollar. "This is just another step in that direction. Many people do not like using US dollars because if the US gets angry at you, they just set enormous pressure on you that can even get you out of business. China, Russia, and other countries understand this, and they are trying to move world trade and world finance away from that,” said the Jim Rogers. As China is the world’s biggest crude buyer, the new contract may allow exporters to avoid US sanctions by trading oil in yuan. Such countries as Russia, Iran, Pakistan, Vietnam, China and many other Asian countries are interested in that, according to the expert. The futures contract will allow participants to pay with gold or to convert yuan into gold without the necessity to keep money in Chinese assets or turn it into US dollars. “The world has been moving that way. Iran will accept renminbi (yuan) from China now. The world is moving that way. China and Russia have currently swaps in rubles and renminbis. It is happening. But it is happening slowly. It takes a lot of time,” Rogers said. The investor stressed the shift is not going to happen swiftly. “In this case, there are so many people that actively want it, I would suspect that in less than ten years you will see a major shift into the trading of oil to Asia,” he said.   “When US dollar replaced the pound sterling, there was no one really going around trying to do it quickly. But now you have major economies: Russia, China, Iran and others – very much want this to happen. So, it will happen faster,” Rogers added.  

16 сентября, 22:55

Jim Rogers : Petrodollar End Looming

“This is just another step in that direction. Many people do not like using US dollars because if the US gets angry at you, they just set enormous pressure on you that can even get you out of business. China, Russia, and other countries understand this, and they are trying to move world trade and... This is an excerpt only please visit http://jimrogers1.blogspot.com or the other Jim Rogers Blog http://jimrogers-blog.blogspot.com, for the full story, >>>>]]

Выбор редакции
15 сентября, 17:14

Gold Will Eventually Have An Epic Move Up

I hope I'm smart enough to prepare for that huge ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

15 сентября, 07:15

In Times of Panic, Investors Will Buy Gold and Silver

We may even have exchange controls in the United States the next ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

Выбор редакции
14 сентября, 17:27

Investing: Opportunities In Asia

The only people are successful in investing or ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

Выбор редакции
13 сентября, 15:56

Gold: Prepare For A Huge Bubble

I hope I'm smart enough to prepare for that huge ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

11 сентября, 21:59

Jim Rogers 2017 - What will collapse first - Jim Rogers SEPTEMBER 2017

Jim Rogers 2017 - What will collapse first - Jim Rogers SEPTEMBER 2017 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... This is an excerpt only please visit http://jimrogers1.blogspot.com or the other Jim Rogers Blog http://jimrogers-blog.blogspot.com, for the full story, >>>>]]

Выбор редакции
11 сентября, 17:13

I Don't See a War in Asia Anytime Soon

I don't see a war in Asia anytime soon but ... READ THE REST OF THE ARTICLE ON THE NEW WEBSITE: JIM ROGERS TALKS MARKETS  Related trading instruments: SPDR Gold Trust (ETF) (NYSE:GLD)

11 сентября, 12:00

Рост сельского хозяйства в России при санкциях

Фермерские хозяйства и другие поставщики переживают период стремительного подъема, поскольку потребители все чаще делают выбор в пользу отечественной продукции Если санкции Запада были призваны нанести вред российскому бизнесу, то рыбоводческим хозяйствам забыли об этом сообщить. В холодных водах Баренцева моря «Русская аквакультура», крупнейший производитель лосося в России, только за этот год увеличила объемы производства более […]

08 сентября, 16:22

BullionStar's Website Features Content Rich Media on the Precious Metals Markets

Submitted by BullionStar.com In addition to offering a full transactional platform for buying gold and buying silver, BullionStar's website features a wide variety of original research, analysis and content addressing the global precious metals markets. BullionStar's goal with this content is to provide readers and viewers with unique and up-to-date insights into the precious metals markets that are not available elsewhere. A case in point is the BullionStar Perspectives video series which provides viewers with free access to original and independent opinions on the precious metals markets. In July, BullionStar had the privilege of hosting an exclusive interview in Singapore with legendary investor, author and financial commentator Jim Rogers, and this interview has now been published as part of the BullionStar Perspectives series. Jim Rogers - Catastrophe and Opportunity Rogers, who currently resides in Singapore, co-founded the famous Quantum Fund in 1973, and has written a number of best-selling investment and travel themed books. The interview touches on potential crises that Rogers thinks could impact the global economy and the opportunities that such crises may offer investors. According to Rogers, catastrophe and opportunity can be viewed as two sides of the same phenomenon, and catastrophe and panic often create buying opportunities. Ideally, Rogers thinks the Federal Reserve should stand aside or even be aolished given that it is the cause of many finanical market problems, for example, for having driven interest rates to zero which is wiping out savers. Realistically, however, Rogers doubts that the Fed would be abolished, and in a future crisis will, as per usual, be pressured by vested interests into generating financial market rallies, reallies which will ultimately be futile. Crucially, Rogers believes in the importance of acquiring physical gold and silver as an insurance policy, and in understanding what you are investing in. Everybody, he says, should have some gold and silver as an insurance policy if nothing else. “You hope you never need it”, but “its the best insurance policy in the world” he says. Rogers owns his own physical gold, and thinks that due to future financial market instabilities, gold could well turn into its own bubble. This is because, when financial crises hit, people go to gold and silver as a safe haven asset. "That’s what they do", he says. Rogers appreciates that the gold market is a fractional-reserve market, with only partial backing by real physical metal. On the subject of paper gold versus physical gold, Rogers envisages that in a real crisis, there won’t be a paper gold market - the paper gold markets will close down due to widespread market chaos. That is why there is a need for physical gold ownership, gold in your pocket or gold stoted in a vault. Jim, who has some of his own gold stored in Singapore, thinks that Singapore is a better jurisdiction than most for storing gold, and offers an added attraction is that buying investment gold and silver in Singapore is free of sales tax (GST free). The Jim Rogers Interview, which is just over 14 minutes long, can be viewed here: Other videos in the BullionStar Perspectives videos series include Marcus Grubb of the World Platinum Investment Council on the Case for Platinum. Bron Suchecki of Monetary Metals on the intricacies between the physical and paper gold markets, Chris Powell of GATA on price manipulation in the gold market,  analyst Jayant Bhandari on the Indian gold market, and Ronan Manly of BullionStar on Secrecy vs Transparency in the gold market. The BullionStar website also features in-depth factual gold market information in BullionStar's Gold University portal, original research and analysis of the global precious metals markets by BullionStar analysts Koos Jansen and Ronan Manly, a unique monthly review of the world's most important physical gold markets in chart form in BullionStar's Gold Market Charts series, and a specific company-focused blog series known as BullionStar Blogs (aka 'Inside BullionStar'). BullionStar's Gold University is a Wikipedia-style resource for use by the gold industry, by financial media and reporters and by general readers. It features contemporary factual information covering the world's gold markets, a selection of the world's largest gold vaults, profiles of the world's largest precious metals refineries and mints, and profiles gold industry associations. It also contains sections addressing the core concepts of the Chinese gold market, central bank policies on gold, and the mechanics of bullion banking and gold ETFs. Articles and analysis by BullionStar analysts Koos Jansen and Ronan Manly, published in the form of blogs, keep readers up to date with developments in the precious metals markets. These blogs contain original research, such as in-depth analysis of the Chinese and London gold markets, and these blogs are popular across the precious metals industry as well as being frequently featured across many other websites. BullionStar's Gold Market Charts uses charts by webite www.GoldChartsRUs.com to capture current developments and demand and flow trends in the world’s most important physical gold markets. These markets include China, India, Russia and Switzerland. The BullionStar Blog's series (Inside BullionStar) features posts relevant to the company BullionStar and its products, but also extends to hosting interesting articles on aspects of the gold market and it also hosts BullionStar's unique Infographics on the gold market, such as an infographic on the Chinese Gold Market. All of the above content can be found on the BullionStar site under the 'BullionStar Research' menu. This article originally appeared under the title of 'BullionStar Media' on the BullionStar.com website.

02 сентября, 03:05

Rickards: "There Are Three Things Going On With Gold Right Now"

Authored by Craig Wilson via Daily Reckoning blog, Jim Rickards joined Kitco News and Daniela Cambone to discuss the latest news and analysis from gold markets, geopolitics and even bitcoin.  The Wall Street veteran took on the bigger picture facing metals investors and what could be just around the corner in a bubbling market. Jim Rickards is the editor of Strategic Intelligence and is the New York Times best-selling author of The Road to Ruin. Rickards’ worked on Wall Street for decades and has advised the U.S intelligence community on international finance, trade and financial warfare. When asked why certain geopolitical tensions have greater impacts on gold and hard assets than others Rickards remarked, “There are two things going on, "... first is that the North Korean missile threat goes from high tension to back down again. This is a very serious threat and we are headed for war with North Korea. While I don’t know what it will take to not just get gold to go up but stocks and other sectors, ultimately markets are going to be impacted.”   “People seem to have very short attention spans but that’s not how to think about it. It’s possible to see that Kim Jong-un is not deviating from his path to get nuclear weapons, the U.S will not allow it. There’s no middle ground there. It would be great if we could have diplomacy. I think we should also ratchet up sanctions on China. But I don’t see either of those happening.”   “Don’t underestimate the extent to which gold is being impacted by hedge funds, leverage players, and others that are in the mix for the current high in gold. They don’t really care if it is gold, soybeans, etc. but it is simply another commodity. They receive a nice profit with tight profits, tight stops.”   “The bigger picture to look as here is that gold hit an interim low last December and has been grinding higher ever since.  Now gold is up over $200 an ounce and is one of the best performing assets in 2017. There’s a pattern of higher highs and shows a very positive occurrence.” Gold and Weak Dollar Environment The interviewer then shot back at Rickards asking whether the price and actions in the market always come back to the U.S dollar? The best-selling author and economist responded, “This all relates to currency wars. I think of gold by weight.” “When most people look at the cost of gold they relate it to the dollar. That gives the dollar a privilege to say that it is the way to count everything. It is also possible to count gold in euro, yen or even bitcoin. I think of gold as money. These are all just cross rates. When I see a higher dollar price for gold, I think of the dollar as being weaker. Likewise, if I see a lower price for gold it just shows that gold is constant and the dollar got stronger.”   “There are three things going on right now in gold. There’s a fear trade, there’s technicals with supply shortages and ultimately a weaker dollar. If you want to know where the dollar price for gold is going, ask yourself where the dollar is headed. As the dollar gets weaker due to Federal Reserve Chair Yellen’s plan to tighten rates into weakness. We’re getting disinflation, not inflation and the desire from the Fed is a weaker dollar.” When The Street’s Daniela Cambone prompted Rickards on the rally in gold and whether it would be rejuvenated he leveled, “I expect to see gold hit $5,000 and eventually to $10,000 an ounce. Maybe not tomorrow or a couple of years but that is the fundamental price of gold as money.”   “In a recent conversation with legendary commodity investor Jim Rogers he indicated to me was, ‘nothing goes to that level without a 50% retracing before it resumes its path upwards.’ Moves happen very fast. The question is, what are the catalysts that could take it higher?” Is Bitcoin Stealing Gold’s Thunder? Speaking on catalysts and what could shake the gold market the interviewer then asked whether Bitcoin could have a significant impact. Rickards pushed back, “Bitcoin is a very small market cap compared to gold. I don’t think it has much impact on gold and looks like a bubble right now.”   “As someone who has been around Wall Street a long time I’ve seen a lot of different tricks of the trade and frauds that come and go. I am seeing all of the various schemes in bitcoin right now. There’s good forensic evidence that there are people doing wash sales right now and the suckers don’t know they are getting sucked in. Gold is still the ultimate safe haven.” German Gold and ‘Weird’ Commodity Movements Recently, Germany moved to reacquire its gold being held within the Federal Reserve system. Rickards latest analysis on the situation detailed that, “In 2013 the central bank in Germany said it wanted its gold back from the UK, France and the US. Here’s the thing, Germany does not want all of its gold back.”   “As it is going through its election cycle, there are specific factions of the German government that are pushing to get German gold back to domestically being held. The German elections are in mid-September, it is not a coincidence that this happened just before that. It was to appease political dynamics as well as leasing development of gold.” Looking internally, the recent visit by Treasury Secretary Mnuchin to the US Mint in Fort Knox stirred many commodity investor analysts. Rickards offered, “I was shocked to see the visit. It is rare and only the third time that a Treasury Secretary has visited since the 1930’s.”   “The other thing that is strange about the visit is that the monetary elites don’t want to pay any attention to gold. Several years ago Fed Chair Bernanke was asked about gold and he replied that it is given attention because of tradition. The reason that this official visit matters now is that when gold is being given public attention by government leadership, it enhances the value of gold as a monetary asset. They don’t want the general public to pay attention to gold. The question is, why did he do it and tweet out the visit?” Finally, speaking on the mounting complexity of issues facing the American government Rickards warned that gold could be well positioned for the remainder of Fall. Rickards sets up, “We’re coming up against a debt ceiling and budget train wreck. The US budget is at D-Day at the end of September. Separately, the Treasury is literally running out of cash. The government will have to raise the debt ceiling for the Treasury and it will need to, at the very least, pass a continuing resolution.”   “The Treasury has a trick up its sleeve. In 1973, the gold on the books of the Treasury is officially valued at $42.22 per ounce. It would be possible to go mark it to the market just like a hedge fund does. The Treasury could raise the value to a raised price and that difference between $42.22 and the heightened amount would only require a certificate to the Fed for money.”   “That is all under the Gold Act of 1934. The move could open up hundreds of billions of dollars out of thin air just by remarking gold. While I am not saying this is going to happen, it is an option that they have available.”

01 августа, 14:57

What Investors Can Learn From the Japanese Art of Kintsukuroi

What Investors Can Learn From the Japanese Art of Kintsukuroi  - What investors can learn from the Japanese art of Kintsukuroi or Kintsugi - art of repairing broken pottery with gold- Investors and savers can protect their savings with gold- Savers and investors are being punished by negative to low interest rates- Global debt levels, stock bubbles and reduced liquidity will lead to crisis- Reinforce cracks with gold prior to money pot shatters Source: Wikimedia Editor: Mark O'Byrne Kintsukuroi or Kintsugi is the Japanese art of repairing broken pottery with gold and silver. The Japanese like to consider it a way of not only repairing the item but also transforming it into something new which is pristine and has a new potential. For the philosphers in the art world they like to ask how can something of such beauty be created from a shattered vase or bowl? Our politics, markets and economy are broken. With each passing day we see more evidence of a globalised, interconnected world that is also increasingly politically and financially fragmented. In turn this is raising tensions between and within countries. Especially between the 'haves' and 'have nots.' We have seen this before, many times in history, when the greed of mankind and his belief in infallibility leads us to believe we can perform unprecedented financial experiments. The more we push on with the experiments, rather than learning from history, the bigger the cracks and damage. Jim Rogers recently expressed his disgust at banks’s claims that had they not acted as they had in response to the financial crisis then things would be worse. Rogers disagrees, all they have done is papered over and widened the cracks… "propping up zombie banks and dead companies is not the way the world is supposed to work. ... It's been nine years and we have nothing to show for it [economically] except staggering amounts of debt.” In order for Kintsugi to transpire the artist must ‘see’ a cracked pot differently. A new perspective has to be taken. The pot is not broken, it is not useless instead it is something which has potential to become stronger and better. We must begin to look at our economy in a similar light. Our savings are not useless, in the same way our economic system is not useless. But they are weak in their current state, they should be made stronger rather than forced to take on more pressure. The art of seeing differently Last week, came the news that global debt levels were 327% of world gross domestic product (GDP), at $217 trillion in the first quarter of 2017. We have added over $120 trillion since the financial crisis. In the weeks before the world’s top money managers had rung the warning bell that this pot was ready to crumble. Marc Faber told CNBC that ‘everything’ is in a bubble with the risk that: “One day this bubble will end,”  and as a result people will lose 50% of their wealth. Mohammed El Erian, part of the global financial elite but someone who we should all listen to, has also expressed similar concerns to Faber. He wrote on Bloomberg that because of reduced liquidity resulting from simultaneous policy tightening by central banks, he has some serious doubts about the sustainability of the current overextended bull market in stocks. Meanwhile Bill Gross believes markets in the US are at their highest risk levels post-2008 as investors are paying a high price for taking chances. The low (and negative) interest rates of  central banks are artificially driving up asset prices. This is creating little growth in the real economy and as a result is punishing individual savers and businesses. Even those who are generally more concerned with individual wellbeing rather than the health of the global economy are now getting involved in firing warning shots. Life guru Tony Robbins has warned that ‘the crash is coming’ both in a book and on a regular podcast. He recently pointed to the falsehoods that we are all being told about the system, "We are in a really artificial situation. There is a new high, on average, every month. Feds around the world have been printing money.” But, this is the world we live in. Should we wait and see how it plays out? Bury our heads in the sand? Or, should we instead think about what we can do differently. How we can look at his situation and take a new perspective, give it some potential and extended future? Like the art of kintsukuroi we may be able to give it a second chance, with gold. Gold is for everyone: Some are already filling the cracks with gold “The world breaks everyone, then some become strong at the broken places.” Ernest Hemingway Countries around the world (including large nations such as Russia and China) are acquiring gold at an accelerated rate in order to diversify their reserve positions. When you consider the already substantial reserves in the US, Germany and the IMF, we may already be moving quietly towards a default gold standard. There is a reason these countries and organisations are accumulating and/or holding onto gold. They know that when things take the inevitable turn for the worst, gold will alleviate the financial and monetary damage. They know this because whilst their economic policies might not reflect any knowledge of history, history including the recent crisis shows them that gold has survived history because of it’s ability to hold value and act as a safe haven. Unfortunately the chances of the majority of the world’s leaders realising how they can fix the cracks before they become breaks, are low. But that doesn’t mean investors can’t embrace gold to fix the cracks that their finances and investments are exposed to. As with the broken pots, gold just needs to be a small part of your portfolio. A small allocation confers stability and insurance. Jim Rickards argues that the solution to the risks we are all exposed to is to allocate 10% of your portfolio to physical gold or silver:‘That will be your insurance when the time comes.’ Whether it is 5%, 10% or 50%, gold should play a part in your portfolio to give it strength in the tough times that are no doubt ahead. Just one look at the table below (from guru Tony Robbins) and you can see how little an amount needs to go in, in order to fill the cracks and reduce volatility and enhance returns in a portfolio. All Seasons strategy via Ray Dalio via Tony Robbins You might ask why isn’t there a rush to gold if it’s the way to secure our portfolios? Only the smart money is diversifying into gold now - as was the case before the first financial crisis. Martin Armstrong of Armstrong Economics recently said: ‘Gold and the stock market will take off when people realize that government is in trouble. When they lose confidence, that is when they will start to pour into tangible assets.’ Conclusion - Reinforce the financial cracks with gold Really kintsukuroi is about highlighting imperfections. Many reading this might ask why on earth one would want to highlight the imperfections in the banking system and the global financial system rather than just starting from scratch. We don’t need to go so far as to lose our wealth in order to realise how we can protect ourselves. There is no changing the damage that has been done. We cannot erase the past, only learn from it. How do you learn from things? By remembering what has happened and by incorporating those lessons into every day life. We can do that with gold. We can learn from the past mistakes and bring gold into our portfolios to protect and grow our wealth. Gold has consistently proven itself in times of economic distress. Those who have benefited the most from this are the ones who bought their insurance and reinforced the cracks prior to the shattering crash. Source: Kate Ter Haar via Flickr        News and Commentary Gold ends marginally lower but books solid +2.5% gain in July (MarketWatch.com) U.S. Stocks Mixed, Dollar Gains as Treasuries Slip: Markets Wrap (Bloomberg.com) LBMA shines a light on the gold in London’s vaults – 7,449 tonnes as of March 31 (Reuters.com) Ex-NASA Agent Fears Gold Lunar Module Will Be Melted Down (Bloomberg.com) Gold Logs Fourth Monthly Increase; US Mint Bullion Sales Bounce in July (CoinNews.net) U.S. Mint bullion sales improved greatly in July Revealed for the first time: How much gold is in London's vaults? (Telegraph.co.uk) Millennials' wages devoured by their own beloved technologies (DavidMCWilliams.ie) Peak Complacency as Recession Looms - Prepare (MauldinEconomics.com) We Need Our $40 Trillion In Stolen Cash Back - Catherine Austin Fitts (Youtube.com) Strategist Sees Gold Higher, Dollar Lower (video) (Bloomberg.com) Gold Prices (LBMA AM) 01 Aug: USD 1,267.05, GBP 957.76 & EUR 1,072.30 per ounce31 Jul: USD 1,266.35, GBP 965.59 & EUR 1,079.06 per ounce28 Jul: USD 1,259.60, GBP 961.96 & EUR 1,075.45 per ounce27 Jul: USD 1,262.05, GBP 960.29 & EUR 1,076.53 per ounce26 Jul: USD 1,245.40, GBP 956.72 & EUR 1,071.29 per ounce25 Jul: USD 1,252.00, GBP 960.78 & EUR 1,074.59 per ounce24 Jul: USD 1,255.85, GBP 962.99 & EUR 1,077.64 per ounce Silver Prices (LBMA) 01 Aug: USD 16.74, GBP 12.67 & EUR 14.17 per ounce31 Jul: USD 16.76, GBP 12.77 & EUR 14.29 per ounce28 Jul: USD 16.56, GBP 12.66 & EUR 14.15 per ounce27 Jul: USD 16.79, GBP 12.77 & EUR 14.34 per ounce26 Jul: USD 16.37, GBP 12.54 & EUR 14.06 per ounce25 Jul: USD 16.31, GBP 12.52 & EUR 14.00 per ounce24 Jul: USD 16.50, GBP 12.66 & EUR 14.17 per ounce Recent Market Updates - Bitcoin, ICO Risk Versus Immutable Gold and Silver- This Is Why Shrinkflation Is Making You Poor- Gold A Good Store Of Value – Protect From $217 Trillion Global Debt Bubble- Why Surging UK Household Debt Will Cause The Next Crisis- Gold Seasonal Sweet Spot – August and September – Coming- Commercial Property Market In Dublin Is Inflated and May Burst Again- Gold Hedges Against Currency Devaluation and Cost Of Fuel, Food, Beer and Housing- Millennials Can Punt On Bitcoin, Own Gold and Silver For Long Term- “Time To Position In Gold Is Right Now” says Jim Rickards- Bloomberg Silver Price Survey – Median 12 Month Forecast Of $20- “Bigger Systemic Risk” Now Than 2008 – Bank of England- “Financial Crisis” Coming By End Of 2018 – Prepare Urgently- Video – “Gold Should Probably Be $5000” – CME Chairman Important Guides For your perusal, below are our most popular guides in 2017: Essential Guide To Storing Gold In Switzerland Essential Guide To Storing Gold In Singapore Essential Guide to Tax Free Gold Sovereigns (UK) Please share our research with family, friends and colleagues who you think would benefit from being informed by it.

03 октября 2015, 18:00

Периодическая система капитализма — Джим Роджерс

В декабре 2007 года миллиардер и "гуру инвестиций" (как его называют в западной прессе) Джим Роджерс продал свой особняк в Нью-Йорке и переехал в Сингапур, утверждая, что наступило время, когда основной инвестиционный потенциал мировой экономики перемещается на азиатские рынки: "Если вы были умны в 1807 году - вы переезжали в Лондон, если вы были умны […]

15 марта 2013, 14:00

Джим Роджерс: "Владельцы сбережений во всём мире разоряются, а это ведёт к очень плохим последствиям

Джим Роджерс осуждает растущую неуверенность и безрассудство глобальных органов центрального планирования, так как финансовые рынки входят в область неизведанного:Первый раз за всю историю ведения записей практически все центральные банки печатают деньги и пытаются обесценить свою валюту. Такого никогда не было раньше. К чему это приведёт, я не знаю. Зависит от того, кто делает это раньше и больше, и все это делают по очереди. Когда говорят, что валюта обесценивается, вопрос — по отношению к чему? поскольку все они стремятся к снижению своей стоимости. Это необычный момент в мировой истории.Я владею долларами, не потому что у меня есть какое-то доверие к доллару, и не потому, что это звучит — это глубоко порочные деньги — но я ожидаю дальнейшую валютную сумятицу, дальнейшие финансовые потрясения. В такие периоды люди, неизвестно почему, бегут к доллару США как в безопасную гавань. Вот почему доллар растёт. Вот почему я держу доллары. Надо ли будет держать их через пять, десять лет? Не знаю.Этим, по мнению Роджерса, сильно усложняется задача для инвестора, который ищет приемлемое соотношение риска и вознаграждения, или для вкладчика, который хочет сохранить покупательную способность денег — любые варианты не лишены уязвимости:Я владею золотом, серебром, драгоценными металлами. Я владею всеми товарами, которые обеспечивают лучший способ действий при девальвации валют. Я владею достаточным количеством сельскохозяйственной продукции, в большим, чем объём других активов, по причинам, о которых говорилось ранее — мы говорили о безрисковом или безопасном инвестировании. Даже золото: индийские политики говорят о сильном стремлении к золоту, а Индия — самый крупный покупатель золота в мире. Если индийские политики предпринимают такие действия, золото может продолжить вектор. Так что я держу золото. Я не продаю его. Но во всём есть проблемы.По словам Роджерса, большей опасностью для него является уничтожение «класса вкладчиков», как следствие имеющейся ситуации. Центральные планирующие органы наказывают разумных ради спасения безответственных. Такое случалось в историираньше, и всегда это влекло за собой тяжёлые экономические и социальные последствия, и часто изменяло способ мышления:В течение всей истории — истории любой страны — люди, которые экономят свои деньги и инвестируют в своё будущее — это опора экономики, общества, страны.В Америке многие люди экономили деньги, откладывали их не покупали четыре или пять домов, не имея работы и наличности. Они делали то, что большинство людей считают правильным, и что всегда в истории считалось правильным. Но теперь, к сожалению, эти люди разоряются, потому что они получают 0% дохода, или почти никакого дохода, со своих сбережений и инвестиций. Мы разоряем их в пользу людей, погрязших в долгах, поступавших, по общему мнению, неправильно, в ущерб людям, поступавшим правильно. Это будет иметь ужасные долгосрочные последствия для любой страны, общества и экономики.Если обратиться к истории, можно видеть, что случилось в Германии, когда в 1920-х был разорён класс людей, откладывавших сбережения. В дальнейшем это не довело до добра. Это не довело до добра и в Италии, где происходило то же самое. Было много стран, где разорялись люди, откладывавшие сбережения на будущее. Как правило, возникает серьёзная политическая реакция, в некоторых случаях отчаяние, поиск Спасителя и простых ответов — вот что происходит, когда уничтожают людей, делающих сбережения и инвестирующих в будущее.Ссылка

20 ноября 2012, 18:00

Экономические эксперты предсказывают мировую войну

Источник перевод для mixednews – molten18.11.2012Кайл Басс, Ларри Эдельсон, Чарльз Неннер, Джим Роджерс и Марк Фабер предсказывают масштабную войну:Пишет Кайл Басс:Триллионы долларов долгов будет реструктуризировано и миллионы финансово дисциплинированных вкладчиков потеряют большую часть своей покупательской способности в самый неподходящий период их жизни. Мир конечно не закончится, но социальная ткань расточительных стран растянется, и в некоторых случаях будет разорвана. К сожалению, оглядываясь на экономическую историю, слишком часто война становится простым проявлением дошедшей до своего логического завершения  экономической энтропии. Мы считаем, что война является неизбежным следствием нынешней глобальной экономической ситуации.Ларри Эдельсон написал подписчикам письмо под названием, «Что «Циклы войны» говорят о 2013 -м», где говорится:С 80-х я изучаю так называемые «циклы войны» – естественные ритмы, которые предрасполагают для обществ скатывание в хаос, ненависть и гражданские или даже международные войны.Я, конечно, не первый, кто изучает эти своеобразные закономерности в истории. Были многие и до меня, и самый известный среди них, это Реймонд Вилер, который опубликовал наиболее заслуживающую внимания хронику войн, охватив данные за период в 2600 лет.Однако мало кто готов сейчас даже просто обсуждать этот вопрос. И основываясь на том, что я вижу, последствия в 2013-м могут быть просто огромны. Бывший технический аналитик Goldman Sachs Чарльз Неннер, который сделал некоторые крупные и точные прогнозы, говорит, что «крупная война начнётся в конце 2012-го, в 2013-м», и приведёт к падению индекса Доу до пяти тысяч пунктов.Почему эти экономические гуру прогнозируют войну?С одной стороны, многие влиятельные люди ошибочно полагают, что война является благом для экономики.Кроме того, Джим Роджерс говорит:Если всё обернётся торговой войной, это наиболее важная вещь 2011 года», говорит Роджерс. «Торговые войны всегда ведут к войнам. Никто не выигрывает в торговых войнах, кроме генералов, которые сражаются в физических войнах, когда они случаются. Это очень опасно». Также Роджерс сказал, что продолжение спасательных мер в Европе в итоге может разжечь новую мировую войну.«Добавьте долгов, ситуация становится ещё хуже, и в итоге всё просто обваливается. И тогда все начинают искать козлов отпущения. Политики обвиняют иностранцев, и вот мы уже во Второй мировой или какой-нибудь ещё мировой войне».А Марк Фабер говорит, что американское правительство начнёт новые войны в ответ на экономический кризис:«Следующим, что правительство сделает, чтобы отвлечь внимание людей от плохой экономической ситуации, это начнёт где-нибудь войну».«Если мировая экономика не восстанавливается, как правило, люди отправляются на войну».Фабер также считает, что США, Китай и Россия могут начать войну из-за ближневосточной нефти.Ссылка