Ovvero: Pararsi un po' il cul* in questo pazzo pazzo mondo di carte filigranate, iperfinanza globalizzata e picco delle risorse

lunedì 22 giugno 2015

Rogers: L'oro potrebbe scendere ancora, allora tornerò a comprarne, parecchio

Intervista audio di Chris Martenson a Jim Rogers:


I suspect in the next year or two we will see some kind of major, major problems in the world financial markets.

I would suspect when we have this correction, it's going to cause central banks to panic. There's going to come a time when there is not much the central banks can do when they have lost all credibility. When governments have lost all credibility. They will print and spend and borrow, but there comes a time when people are just going to say We don’t want to play this game anymore. And at that point, the world has serious, serious problems because there's nothing to rescue us.

I suspect the next economic/financial collapse will be the one they can't deal with. But, if somehow they are miracle workers, be very, very careful. I would be worried about 2022 – 2023 then. The game will definitely be up if it's not up this time around.

My US Dollar holding is my largest position. Not because I have any confidence in the US Dollar; it's a terribly, terribly flawed currency. We are the largest debtor nation in the world’s history. And the debt is going higher and higher and higher. But there is going to be more turmoil coming. And during periods of turmoil people flee to a safe haven. The US Dollar is not a safe haven, but many people think it is, and they don’t know what else to do. So they will go to the US Dollar. They are not going to go to the yen. They are not going to go to the Euro.

We may even see the US dollar, for a variety of reasons, turn into a bubble. That of course is not good for gold. Gold may drop a lot, at which point I would have to sell my US Dollars and hopefully be smart enough to buy gold.
Trovi tutta la trascrizione dell'intervista QUI.

Insomma, si aspetta grossi problemi nei mercati finanziari globali (che strano), le banche centrali andranno probabilmente in palla, e se per caso dovessimo miracolosamente riprenderci dice di guardare con preoccupazione al 2022-2023.

Quando ci sarà il prossimo panico la gente si butterà sul Dollaro. Non è un safe haven, un porto sicuro, ma la gente non saprà che fare e penserà che lo sia, si butterà cash sul dollaro. Non si butterà sul cash euro o yen, no.

L'oro potrebbe cadere parecchio e a quel punto (già ne ha di oro) venderebbe la sua grossa posizione attuale in dollari per comprarlo (se e quanto ce ne sarà a quei prezzi).

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Altre da Jim Rogers da Sputnik riportate da Zero Hedge.

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