Jim Rogers Blog

Friday, April 17, 2015

Jim Rogers on Japan vs North/South Korea

If North and South Korea unite, Japan will be faced with a huge new competitor, much more powerful a competitor than South Korea is right now. There will be a country of seventy-five to eighty million people right on the Chinese border, with lots of cheap, disciplined labor and natural resources in the north and lots of capital, expertise, and management capabilities in the south. Such a country would run circles around Japan. The cost of doing business in Japan is high and getting higher. Among other things, the Japanese do not have a lot of cheap labor anymore.

Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Wednesday, April 8, 2015

Jim Rogers top currency for asset portfolio

I’ll tell you, my top three [currencies] at the moment are the U.S. dollar, the Chinese renminbi, and the Hong Kong dollar. Those are the ones I own the most, Hong Kong dollar of course is tied to the U.S. dollar at the moment. The Canadian dollar, I own some Canadian dollars. Canada has been a sounder country than the U.S. for the past 30 years say. No, not 30 years, past 20 years that Canada’s been run more on a sounder basis than the U.S. So I still own some Canadian dollars. They’re certainly down in the last two or three years against the U.S. dollar for a variety of reasons, but I still own Canadian dollars.


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Monday, April 6, 2015

Keeping assets safe from ......

North Korea is probably a very safe country to keep your assets if you’re trying to protect it from the U.S. and the West, I’m not so sure it’s safe for protecting it from the North Koreans if they get angry at you. It depends on who you’re trying to escape. I guess places like… Well that’s a tough one, because if you’re trying to protect it from everybody, you’re going to have to find yourself in an obscure country that nobody’s angry with, and which respects the rule of law and the sanctity of private property. 

I live in Singapore and I have assets in Singapore, but I have assets in various countries around the world. I have assets in U.K., some in the U.S. Trying to get my assets out of the U.S., because I expect exchange controls eventually. Switzerland, Austria, I mean these are countries that traditionally have been okay, but even these countries, especially Switzerland is not what it used to be as far as sanctity anymore. Singapore is the answer that pops to mind most of all for many reasons. The problem with that is, if the U.S. really comes after somebody, Singapore would probably cave to the U.S., depending on the circumstances.


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Wednesday, April 1, 2015

History can help us be a better investor

Understand history. Go back and read about previous markets, bull and bear, read about the '20s and the '30s. Read about the Panic of 1907. Read about all this stuff because it's exactly the same!

One reason, other than the fact that I grew up in the backwoods of Alabama, that I could recognize bubbles is because I had read about them. I realized, 'Oh my God, they said the same thing in the '20s!' They said the same thing in previous bull markets, no matter where it was. 'This time it's different.' They're always talking about this new technology, or new genius or new methods. Just go back and read market history, economic history — history. I tell kids all the time that they should study history if they want to be successful at just about anything, because it has all happened before.

Mark Twain said it rhymes, well, it does, if you understand history, all the big forces. I don't mean when the First World War started, but if you understand why the First World War started, the real reasons, not because somebody was assassinated. If you can understand the real workings of previous times, you're going to be much better able to understand our time because it's the same stuff. We're all the same people! We haven't changed. We still put our trousers on one leg at a time.




Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Monday, March 30, 2015

Jim Rogers interviewed on Bloomberg India



Topics discussed are Oil, US Dollar bullishness, Janet Yellen raising rates, Gold.


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.

Monday, March 16, 2015

American media branded Putin as "bad guy"


Maybe Putin has been overly aggressive, but he has been subject to horrible stress in the West. The State Department says he's a bad guy, so the American press says he's a bad guy. They stop looking at the facts. It happened in previous wars, including Vietnam.


Jim Rogers is a smart investor who co-founded the Quantum Fund with George Soros in 1973. By 1983 the fund gained more than 4000 percent.