ジム・ロジャーズ情報ブログ
http://blog.jimrogers-fun.com/
ジム・ロジャーズ非公式ファンサイトブログja
http://blog.jimrogers-fun.com/Entry/368/
EUのストレステストはただのPR活動です。充分な厳しさではなかった。
Jim Rogers: Stress Test Is a PR Exercise
7月26日（CNBC.com）：
ストレステストはただのPR活動です。
The stress test in which only seven of 91 European Union banks...
Jim Rogers: Stress Test Is a PR Exercise
7月26日（CNBC.com）：
ストレステストはただのPR活動です。
The stress test in which only seven of 91 European Union banks failed is just a public relations exercise and wasn't tough enough, famous investor Jim Rogers told CNBC.com Monday.
On Friday, EU authorities released the results for the stress tests, with many analysts saying the criteria had been harsher than the ones used to test US banks a year ago. But Rogers said the European test was "a PR exercise just as was America's."
They were "a waste of time – and journalistic ink," he wrote in an e-mail.
「それらは時間の浪費でした。ただの新聞のネタに過ぎない。」
と彼はメールに書きました。
"There are more problems coming in the currency markets, pension funds, US states and cities, etc. None of this was considered although the latter is only indirect for the European banks," he said.
「(ヨーロッパ内での公的債務デフォルトリスク以上に)為替市場、年金基金、米国の州と都市などには大きな問題があります。これらはヨーロッパの銀行とは間接的な関係になりますが全く考慮されませんでした。」
European bank stocks rose Monday morning after stress test results, but Rogers said he was not interested in financial stocks. He also said he was not interested at the moment in going long on any stocks.
ジム・ロジャーズ自身が同じロジックで目を付けているのは航空業界です。
ロジャーズ航空会社グローバル株価指数（Rogers Airlines Index TM-Global）(参考記事)という指数を作り、世界中の航空会社に投資しています。
現状調べてみたところ上昇はしているものの、ダウとほぼ連動しており、まだ市場平均を大きく上回るパフォーマンスを出しているとは言えないようです。]]>ジム・ロジャーズ関連ニュース記事2010-07-22T16:12:34+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/366/
マレーシアはアジア地域の成長の恩恵を得ることができます。
Investment guru Rogers says M'sia can benefit by leveraging from region’s growth
7月8日（The Star Online）：
マレーシアはアジア地域の成長の恩恵を得ることができます。
-ジム・ロジャーズ氏...
Investment guru Rogers says M'sia can benefit by leveraging from region’s growth
7月8日（The Star Online）：
マレーシアはアジア地域の成長の恩恵を得ることができます。
-ジム・ロジャーズ氏
Investment guru and author Jim Rogers is bullish about Malaysia’s economy, if the country is able to leverage off the growth opportunities in South East Asian countries and China.
Rogers said it was no big secret that China was leading the way as the main engine of growth in Asia and if Malaysia was able to identify and provide the products and services the republic required, the country would prosper significantly.
“Malaysia is geographically poised to benefit (economically), being strategically placed in South East Asia, and coupled with its rich natural resources and knowledge workforce, it stands to gain,” he told StarBiz after giving a talk at the CIMB Private Banking Investment Conference 2010 yesterday.
“If the economic policies are implemented and the country is further liberalised, Malaysia could be a rising star in the region, following in the footsteps of prosperity seen in Taiwan, Hong Kong and Singapore,” he said.
On ways to improve Malaysia’s competitiveness, he said that Malaysia should open its capital flow, be transparent, encourage capital markets as well as moderate its exchange controls.
引用元記事(一部抜粋)
]]>ジム・ロジャーズ関連ニュース記事2010-07-18T20:32:58+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/365/
米国について本当に心配なのは、破産したかする寸前にある州や都市があるということです。
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
And what lies in store for your homeland?
Q:
あな...
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
And what lies in store for your homeland?
Q:
あなたの母国（米国）の前途には何がありますか？
The US has similar problems to the UK with massive debt levels. In fact it is the biggest debtor the world has ever seen. So I have no investments there either.
But what really worries me is that some states, counties and cities have been or are on the verge of going bankrupt. California is much larger than Greece and we've seen the fallout from the Greek debt crisis.
A lot of promises have been made in these cities and states from both the public and private sector and these have been papered over. Greece has been going on about its debt for a decade and people weren't paying attention. The same is happening across the US. The Fed has already bailed out the banks and I wonder how its finances will cope once more bankrupt states and cities approach it.
]]>ジム・ロジャーズ関連ニュース記事2010-07-11T21:06:08+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/364/
私はデンマーククローネとスウェーデンクローナを買っていました。
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
But you've been buying the euro recently?
Q:
あな...
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
But you've been buying the euro recently?
Q:
あなたは最近ユーロを買いましたよね？
When no one wants something that should be a signal to buy it. Everyone has been selling the euro so I bought some, if only for the rally.
This doesn't mean that I think European governments have got their act together. Far from it. But the euro could go up from a rebound rally so that's why I'm interested.
But generally I think paper money is flawed. Nearly every currency in the world is flawed, the euro just happens to be less flawed than others.
I've also been buying the Danish Kroner and the Swedish Kronor but I'm not buying any more now.
]]>その他2010-07-10T12:47:27+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/362/
ヨーロッパが問題を持ち続けている限り、他の全ての人々も影響を受けます。
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
Are you as downbeat about the rest of the world's e...
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
Are you as downbeat about the rest of the world's economies?
Q:
イギリス以外の世界経済についても同じく減退すると見ていますか？
I have not been buying stocks for at least a year and a half. Lying ahead I see more currency turmoil and the world economies' problems have still not been sorted out. I moved to Asia as I see massive opportunities here compared to Europe and the US.
Many Asian economies have been powering ahead while the rest of the world suffered. But Asian economies can't pull the world out of its hardships. Even with China and India booming these can't save the day for the rest of us. As Europe continues to have its problems everybody else is affected.
So do you see the balance of power shifting to Asia?
Q:
あなたは、力の均衡がアジアにシフトすると見ていますか？
In the 1920s and 30s there was a shift in economic power from the UK to the US and the same thing is happening now to Asia. Few people realised it at the time and the same is true now. But the continent has some of the largest creditors in the world - Korea, China, Japan, Taiwan, Singapore etc all have surpluses while other major economies are massively in debt.
But doesn't Asia also have similar problems to the rest of the world, such as ageing populations?
Q:
しかし、アジアも世界の他の国と同じような問題を抱えていませんか？例えば、高齢化などです。
It's true ageing populations will be a huge issue across the world especially in China where greater longevity and lower birth rates are leading to rapidly ageing workforces. But the big difference is that Asian economies have a lot of savings while Europe has debts. And European governments have made promises to their citizens that Asian governments haven't like generous state-funded pensions.
These are not the sorts of things you can take away from people overnight. If someone told me they were building a factory in Europe I would have every right to ask them if they were stupid.
引用元記事(一部抜粋)
]]>ジム・ロジャーズ関連ニュース記事2010-07-09T15:40:13+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/361/
私はイギリスに投資していません
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
Do you still hold the view that the UK is finished...
Jim Rogers: 'I don't have investments in the UK'
7月6日（Telegraph.co.uk）：
私はイギリスに投資していません
Do you still hold the view that the UK is finished?
Q:
イギリスは終わったという以前の見解は、今も変わってないですか？
Well, I don't have investments in the UK. I am put off by the gigantic debts built up in the last few years by the previous government. The numbers are truly staggering.
And the UK has had a balance of trade deficit for the last 25 years which has been growing over the years. It used to rely on North Sea oil to bolster its international earnings coupled with the City of London being a financial centre. But as these have declined I don't see anything replacing this revenue stream. I think the balance of trade and debt levels will get worse.
It is useful what they are doing and very necessary if it wants to avoid the sort of problems experienced by its European neighbours. But none of the government's projections show it achieving any kind of surplus. I just see more debt down the road. If I see something relatively cheap in the UK then of course I will buy it but at the moment I'm doing nothing.
イギリスのマクロ経済状況
イギリスのGDP、失業者数、国際収支、財政、国債発行残高など]]>ジム・ロジャーズ関連ニュース記事2010-07-08T19:35:33+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/360/
最近、私は銀をいくらか買いました。 ジム・ロジャーズの、貴金属についての発言です。
How to Invest Like Jim Rogers
6月22日（The Street）：
ジム・ロジャーズ氏のように投資する方法
What other precious metals do you also lik...
How to Invest Like Jim Rogers
6月22日（The Street）：
ジム・ロジャーズ氏のように投資する方法
What other precious metals do you also like?
Q:
あなたは、金の他にどんな貴金属を好みますか？
Silver is 70% below its all-time high, 60% or 70% below its all-time high. Gold is making all-time highs. I think people should perhaps look at silver, platinum, palladium. Palladium is also 50%-60% below its all-time high. Platinum is maybe 30% below its all-time high. Frequently, you're supposed to buy the things that haven't moved as much. And so I would be looking at the others if I were thinking about precious metals. But I own all four, don't get me wrong.
I bought some silver recently [but I] have not bought the others recently.
ロジャーズ氏： 最近、私は銀をいくらか買いました。しかし、他の貴金属は最近買ってはいません。
But you're not selling them either?
Q:
しかし、あなたはそれらを売ってもいませんよね？
No, it's [going to] be a huge bubble in precious metals by the end. I don't know when that will be; ask me in 2018, 2020 ... Most long-term bull markets wind up in a huge mania, a huge bubble before it's over and this one will too. Someday, everybody will own gold. Someday, people will be walking down the streets checking gold prices in front-shop windows. No, in the end, it's going to be a huge bubble.
If an investor didn't own gold right now, would you tell them it's safe to buy right here at the top?
Q:
現在金を持っていない投資家に、あなたは、今、金を買うのは安全だと言いますか？
I've said before, if I were looking at precious metals I would be looking at the ones that haven't moved as much. If one doesn't own gold, and one doesn't want to buy the others for whatever reason, one should start waiting for some sort of correction and then buy some gold. But as I said, the others are much more depressed historically than is gold.
以前から、もし貴金属を買うなら銀を買うと言っていましたが、最近実際に銀を買い増ししたようです。
どうしても金を買いたいなら調整を待てとのことなので、短期的には一度は今の水準より下落するとみているようです。
ただ、ジム・ロジャーズはかなり以前から、今の水準では金を買わないと発言しており、その時点から結構価格上昇しているので、短中期の投資を視野に入れるならその点も考慮して、参考にしたほうがいいいかと思います。]]>ジム・ロジャーズ関連ニュース記事2010-06-25T11:26:37+09:00みかんNINJA BLOGみかん
http://blog.jimrogers-fun.com/Entry/359/
ジム・ロジャーズついにユーロを買い始める。
Jim Rogers: I Bought the Euro; Oil to Go Higher
6月16日（CNBC）：
ジム・ロジャーズ氏：
私は、ユーロを買いました。原油は値上がりするでしょう。
As European governments promised they ...
Jim Rogers: I Bought the Euro; Oil to Go Higher
As European governments promised they will take steps to reduce gaping budget deficits, famous investor Jim Rogers told CNBC he bought the single European currency, as he said he would.
"I bought the euro Friday and Monday, I don't know if it's just a trading bounce or if it's going to be fundamentally sound from now on," Rogers said in an interview from Madrid Wednesday.
Various European governments, including Spain, Portugal and Greece but also Germany, have pledged austerity measures to cut back public debt, but Rogers said he was skeptical.
