저자: JimRogers · 외국인
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미국 부채가 40조 달러를 넘어 지속 불가능하며, 과거 영국 사례처럼 통화 약세와 금융·채권·주식 위기로 이어져 생애 최악의 약세장이 올 것이라고 경고. 연준·재무부의 정책 대응은 근본 해결이 아니라 문제를 키운다고 봄. 금과 은은 보유 중이며 은이 상대적으로 싸다고 언급, 달러 현금도 보유, 비트코인은 근거를 이해하지 못해 관망.
다듬은 글
gets a job they don't care about you and me they want to keep their job and the way they think they keep their job is give everybody a lot of money and keep interest rates low it has often worked and that's what they're doing now I have no idea what they're thinking I know that they think they know everything and they have all power and can keep things under control I know that has rarely happened in American history or in any Central Bank history but they think that's where we are I mean that would be wonderful I hope so but I guess maybe a little older or more experienced I know we haven't had a economic problem or big stock market problem in the longest in American history they will say you see we know what we're doing we've solved the problem Janet Helen has two ivy league degrees maybe she's smarter than all the rest of us maybe everything is okay now I'm skeptical I am waiting to sell short I am not waiting to buy America has gone the longest in American history without a recession without a stock market problem so history would say we're getting closer to a problem so either we have solved our problems and Washington knows don't worry it'll never happen again or we're getting very close well I suspect he's floating it because it's an attractive idea and he's trying to get votes and it might help him and it might help him get elected then what's he going to do if he cuts gets rid of the income tax which everybody would love he's got to pay the bill somehow and that's the next question I don't know if Mr Trump realizes he'd have to pay the bills if he didn't have income tax but if he can pull it off yes it'll be wonderful but at the same time somebody would have to cut spending in a gigantic way which would certainly be good for America if we could do it but it certainly leads to lots of ramifications cutting taxes getting rid of taxes then cutting spending it'd be fabulous but how are we going to pay the bills use a lot of electricity in Washington some has got to pay for that electricity I don't see any way that the US can ever pay its debt much less Whittle it down I have two children who are you know teenagers basically they're going to have gigantic problems in their lifetimes because America has such H debt you know 100 years ago Britain was the richest most powerful country in the world 50 years later they were bankrupt because the debt kept going higher and higher they kept spending money and that's not a typo Britain went from the richest country in the the world to 50 years later bankrupt couldn't pay the bills IMF had to give them special loans so I mean I look out the window how can we possibly ever pay the debt Washington says it over and over again the media repeats it and most people in their lifetime never conceived that something bad could have happened in America I mean it's just a foreign thought it's something that people could not even think about and if you brought it up they said go away leave us alone we're America it's different we're the largest debtor in the history of the world that's what's different debts are so staggeringly high I know that there are banks out there you know the US has a couple of thousand Banks they can't all be sound and solov with nobody making mistakes the debt is over 40 trillion dollar and that's just happened this year so of course we're going to have banking problems which is going to lead to more currency problems currency problems going to lead to investment Market problems Bond problems stock problems has to be the worst in my lifetime and you know in 2008 the Chinese came along and bailed us all out even China has a lot of debt now so who's going to bail out China there's nobody left North Korea I doubt it there's more than one way to default well not this year not anytime soon but there more than one way to default you can just print more money and pay your bills and then you don't default and everybody keeps going along like there's nothing happening and everything is fine the currency can become worth less and less and less and they hand you more and more of it you think you're okay but you and your wife or your husband realize this is a problem there was no logic to the bricks other than some guy at a brokerage from saw a big map on the wall one day and says look at those big countries let's call them bricks and make a name for ourselves that's all that happened there is no logic except they're big countries and they have big economies but that does not mean they cannot try and they will try many people people are trying now because these numbers are staggering we America cannot pay our bills someday and somebody is starting to worry about it besides just me and when that happens it's going to be a huge financial economic problem we might have the worst bare Market we probably will have the worst bare Market of my lifetime because the debt is so high you remember 2008 there was a big problem since 2008 the debt has skyrocketed everywhere so the next Market has to be very serious and nobody's doing anything about it except if they will do they will print more money but that's not going to solve the problem that makes it worse and to your question then that makes people look more and more okay we got to have another currency what do we find to compete with the US dollar and that causes more economic turmoil if the bricks come into you and say okay this is the new currency and you should use it many people are going to say wait a minute what is it will it work how's it going to work many people will have questions and that's why these things are so complicated and hard to do so is down 40% from its all-time high or something gold is making all-time highs I own both I'm not selling either if I were buying one today I would buy more silver just because it's cheaper the all-time high in silver is $50 an ounce it's selling it what 32 or something now so it's down dramatically from its all-time high gold is is making alltime highs traditionally in markets when the retail people show up whatever the market that's when you start getting worried and the fact that they're not jumping in right now says to me that maybe I better buy some more silver I should hang up and go buy some more silver now this is not spreading yet this move in gold and silver and precious medals says to me we should buy more there will be a time when you will look out the window and all the shops will be mobbed with people buying more silver and more gold old I have never bought nor sold nor so short Bitcoin I don't see any logical reason for it seems to be a very good trading vehicle and a lot of people have traded and made a lot of money many cryptocurrencies have gone bankrupt and disappeared as you know but crypto is still there but I don't see any logical reason that Bitcoin exists so I'm not involved now maybe someday I'll be smart enough to get involved but so far I'm doing nothing except watching I would urge people to learn about being defensive if that means having a lot of cash that's fine but even if you have cash you got to have the right cash is it US dollar is the Mexican pay so what is it I own US dollars at the moment my plan being that if and when the big rally comes in the US dollar because people are looking for a safe haven I hope I'm smart enough to sell my US dollars I don't think that I'm going to put my whole net worth in silver and gold cuz then it's going to be a little complicated when I have to go buy some bread or something I certainly own silver and gold and I certainly will own more but I don't see that yet as a replacement or competitor to the US dollar I don't know what the new competitor is going to be maybe I mean the gold bull say they're going to use gold again it's going to be a gold standard maybe I'm skeptical of many problems with a gold standard have been anyway when you say confiscation in the US I presume not anytime soon I just think there would be too gigantic a scream and holler and it would be difficult because everybody would hide their gold and silver under the bed so I think it would be extreme logistical Nightmare and a political nightmare you know in the 30s gold was money and so it was easier to say something like that but gold is not money now so if they just confiscate your gold they're essentially stealing from you then in the 30s Roosevelt said look we have to reform the financial system the monetary system and gold is the money so we have to change that there's no logical explanation now that I know of why they would confiscate your gold and silver if they do put more under the bed I have learned if people are interested in something they're very good students but if you tell them to go and read a lot about wheat and they don't care about wheat they're not going to learn they're not going to be enthusiastic it's going to be a waste of their time and yours so I would urge people to figure out what you like and if you're interested in money or if you're interested in silver read up on it and maybe it would lead you to buy some but maybe you'll say you know I don't care about this stuff I care about wheat and you'll become a farmer and you'll be very rich in the Next Generation or two if people say to you who cares about silver buy more read more
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