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April 2021

Jim Rogers plays US and China

The usual plain-word no-nonsense Jim Rogers:

What’s ahead of us?

Victor Sperandeo, George Soros’ former trader, commonly nicknamed as trader Vic, himself a wall street legend, shares his views on many interesting issues today: US economy, bond outlook, inflation, US dollar, gold and silver. A very insightful piece. I highly recommend it.

Are you ready for QE3?

Interview of Marc Faber, who thinks QE3 is a matter of time.

Yardeni on market outlook

Bridgewater’s Dalio on Investment Outlook

Ray Dalio, founder & CIO of Bridgewater Associates, runs the world’s largest hedge fund with $89 billion under management, returning more for the fund’s investors last year than Google, Amazon, Yahoo and eBay combined.

In this CNBC interview, Dalio shares his view on the US dollar, world investment outlook, the ongoing great deleveraging and the great divergence between the developed vs. developing world.

Marc Faber: cracked-up boom set to fall

Bloomberg interview of Marc Faber. He thinks in short term, emerging markets and US stock market are going to have correction, bonds and US dollar are places to be.

Jereme Grantham: Fed’s policy culprit for boom and bust

Everyone should watch this video:

Jim Rogers on commodities investing

Jim Rogers – Bernanke simply does not know what he’s doing; Gold reaching $2000 in 5-10 years is given.