Investície do budúcnosti
Aj miliardár Jim Rogers indikuje, že striebro má reálny potenciál na zhodnotenie nie len ako PM, ale aj ako industriálny kov. Ďalej podľa jeho vyjadrenia bude rásť aj cena ropy - asi do roku 2020.
You've been betting against U.S. commercial and investment banks for some time. Are you still shorting their stocks? Are you making other moves?
I am still short Citigroup. I'm still short Fannie Mae. I'm still short homebuilders. And I just increased my short positions on the investment banks last week, because that's where the excesses have been in the U.S. economy. There have not been excesses in sugar farming in the past 30 years. There have not been excesses in silver mining. The excesses have been on Wall Street. That's why I'm shorting Wall Street. You see 29-year-old kids making $10 million or $20 million a year and thinking, "This is the way the world is. This is normal." Well, I don't think it's normal.
I'm bullish on all commodities, though. I wouldn't buy oil at $95, but I'm sure I said that at $55. I have never sold a drop of oil. And I don't intend to until 2020 or something.
So you're convinced that commodities still have a long way to go?
Absolutely. There will be corrections, of course. Nickel is correcting right now. But the commodities bull market still has years to go. I just don't see anything on the horizon that can stop it. An economic collapse could. But if that happens, everything else is going to be a much, much worse investment. Even in the Great Depression, commodities went down less and stayed down for a shorter amount of time than stocks, because the shortages were in commodities. In 2001, after 9/11, commodities went down less and stayed down a shorter period of time, because that's where the imbalances in the world are right now. There are guys in the garage on their computers starting companies right now that the bankers are going to bring public next month. You can't go in the garage and start a zinc mine or a lead mine. It takes ten years to bring a new mine online, on average. So that's why the commodities bull market is not over.
Pozn.: G-Vision už od roku 2003 odporúča investovať do komodít, ....aj vzhľadom na dôvody, o ktorých sa zmienil J. Rogers. Avšak pre naše malé potomstvo odporúčame investovať hlavne do striebra, ako Investíciu No. 1.
Zdroj:money.cnn.com
27.12.2007
