Jim Rogers Update May 2017- has basically told investors to “forget China, buy Russia.”

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결론: 짐 로저스 관점에서 중국을 제외하고 러시아 및 금·금광주에 투자하라는 주장이 핵심이다. 러시아 투자 논리: 짐 로저스는 1966년 처음 러시아를 방문한 뒤 약 50년간 비관적이었으나 현재는 방대한 천연자원, 세계 최대 석유 생산국 지위, 낮은 대외 채무를 근거로 러시아를 긍정적으로 본다. 로저스는 루블화와 러시아 주식에 롱 포지션을 취하고 있다고 전해진다. 거시 경제: 글로벌 경제는 75년 부채 사이클 중 어느 때보다 심각한 위기에 있다고 진단한다. 이 때문에 처음으로 원자재, 특히 귀금속과 금 관련 주식에 큰 베팅을 하고 있다. 향후 더 공격적인 경기부양책이 예상되며, 중앙은행이 직접 자금 주입 프로그램을 쓸 수도 있다고 본다. 인플레이션 환경에서는 금을 비축하는 국가가 달러와 국채를 사는 국가보다 유리하다는 주장이다. 금광 섹터: 금광 기업들은 신규 광상 발견이 어려워 힘든 사이클을 겪고 있지만, 대형 광산사들은 수년 만에 처음으로 수익성을 회복했다. 이들은 신규 탐사 대신 중소형 광산(주니어) 인수합병에 나설 가능성이 크며, 역사적으로 주니어 M&A는 투자자에게 큰 수익을 가져다줬다. 중앙아시아 언급: 키르기스스탄 대통령이 국민에게 금 구매를 독려하고 있으며, 키르기스스탄은 세계적 수준의 금광을 보유해 M&A 기회가 있다는 논지다. 특정 종목: 3월 31일 신규 상장된 소형 금광주를 '포트폴리오 웰스 글로벌의 즉각적 수익 기업 1위'로 소개하며 러시아 과거 소비에트 시기 탐사공의 기존 공 데이터(고품위 금 90만 온스 추정)를 재평가해 광상이 더 커질 수 있다고 주장한다. 이는 홍보성 종목 추천으로 판단된다. 리스크·조건: 본 기사는 투자 권유가 아니며, 면책 고지상 필자 및 관계사가 언급 기업과 이해관계가 있을 수 있다. 소형주는 변동성과 유동성 리스크가 크다. 출연자 전망: 로저스와 필자 모두 금 강세, 러시아 강세, 주니어 금광 M&A 확대를 낙관적으로 전망한다.

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01. Tom Beck editor of portfolio wealth global says if he's learned one thing in the markets it is that Jim Rogers never misses a big long-term investment thesis and that Rodgers has basically told investors to forget China by Russia Jim Rogers first visited Russia in 1966 and was pessimistic for almost five decades but he now sees Russia's vast natural resources it's the world's largest petroleum producer and that it is not a significant debtor nation the global economy is in deep trouble more than any other time in the 75-year debt cycle and I am for the first time making big bets with commodities specifically precious metals and gold stocks Rogers is long the ruble and Russian markets I was bullish on Russia before Trump came along with his positive comments he says but I think he is bullish because of this chart he has been buying gold on dips but I've read all of Rogers books over the years and I think the reason he is all over Russia is because it is not Trump's major enemy in the trade war a more aggressive stimulus plan is going to embark this year and I wouldn't be surprised to see central banks using their lawful loopholes to create direct injection programs for the US economy a country that adds gold reserves to their system will thrive in this inflationary environment much better than countries that dump gold and buy dollars and Treasuries this is why on top of high-yield under-the-radar investments I am following Jim Rogers into Central Asia specifically with regards to gold gold miners are going through a tough cycle because they can't find new deposits easily but that's not the whole story the big miners the behemoths have become profitable for the first time in years this is a major turning point what they are after now are acquisitions their assets are depleting and they will look to make major takeovers of juniors that's much easier than finding new deposits Yellen draggy Bernanke and all the people who think that wearing a suit them smart we call them liars are buying gold yes central banks are the major driving force behind gold demand I have seen only one national central bank though that is openly encouraging its citizens to buy gold this is Kyrgyzstan's Tolkien Becca beagle of who told the citizens that his dream is to turn the former Soviet Union member into a nation of savers because Kyrgyzstan has some of the best gold mines in the world and because they are so friendly to gold the next major takeover can come from there and these large cap heating up jr.

02. deals have historically made investors a fortune that's why this new gold stock which just commenced trading on the 31st of March is portfolio wealth Global's number one company for immediate gains and it's completely under the radar Jim Rogers loves Russia because he knows their equipment during the communistic era was primitive in that a new company drilling historical Soviet holes which already have 900 thousand ounces of high-grade gold estimates can reveal overnight that the mineralization is much larger with modern technology this generational discrepancy between Soviet era mentality and modern day Russia is what I think Jim Rogers is fascinated with in general and the company portfolio wealth global discovered is using that opportunity in Kyrgyzstan now Tom Beck is senior editor of portfolio wealth global known as one of the first millennial millionaires in the United States Beck is a relentless idea machine after retiring two years ago at age 33 he's officially come out of retirement to head up portfolio wealth global he brings a vision of setting a new record for millionaires with his seven-year plan to accelerate any subscribers net worth who will commit to the income lifestyle Beck delivers new ideas on the marketplace that were once only available to the rich traveling the world he's invested in over a dozen countries including real estate want to read more gold report articles like this sign up for our free enewsletter and you'll learn when new articles have been published to see a list of recent articles and in views with industry analysts and commentators visit our streetwise interviews page disclosures one Tom Beck I or members of my immediate household or family-owned chairs of the following companies referred to in this article none I personally am or members of my immediate household or family are paid by the following companies referred to in this article none my company has a financial relationship with the following companies referred to in this article Kennedy or Mining Corporation I determine which companies would be included in this article based on my research and understanding of the sector to the following companies mentioned in this article are sponsors of streetwise reports none streetwise reports does not accept stock in exchange for its services click here for important disclosures about sponsors fees the information provided above is for informational purposes only and is not a recommendation to buy or sell any security three comments and opinions expressed are those of the specific experts and not of streetwise reports or its officers for the article does not constitute investment advice each reader is encouraged to consult with his or her individual financial professional and any action a reader takes as a result of information presented here is his or her own responsibility by opening this page each reader accepts and agrees to streetwyze reports Terms of Use and full legal disclaimer this article is not the solicitation for investment streetwise reports does not render general or specific investment advice and the information on streetwise report should not be considered a recommendation to buy or sell any security streetwise reports does not endorse or recommend the business products services or securities of any company mentioned on streetwise reports 5 from time to time streetwise reports LLC and its directors officers employees or members of their families as well as persons interviewed for articles and interviews on the site may have a long or short position in securities mentioned directors officers employees or members of their families are prohibited from making purchases and/or sales of those securities in the open market or otherwise during the up to four week interval from the time of the interview or article until after it publishes