Bagaimana?

On Tue, Jul 12, 2011 at 4:36 PM, positif01 <[email protected]> wrote:

> Baca dengan khidmat dan penuh penghayatan malam nanti. Jelang pidato 
> Bernanke Rabu malam.
>
> Published: Monday, 11 Jul 2011 | 2:46 AM ET
> Following *Friday’s disappointing jobs data*<http://www.cnbc.com/id/43695970/>
>  and *a big jump in Chinese inflation* <http://www.cnbc.com/id/43681652/> 
> over 
> the weekend, Jim Rogers, the CEO and Chairman of Rogers Holdings, told CNBC 
> that no matter what happens to the global economy, he will make money with 
> his commodity positions.
>
> “If the world economy gets better, I earn money on commodities. If the 
> global economy gets worse then they will print more money and I will make 
> money in commodities,” Rogers said in an interview with CNBC on Monday.
>
> With the commodities market highly correlated with the greenback in recent 
> months, Rogers said he is also long the dollar.
>
> “I am long the dollar [EUR=X  1.3956    -0.0087  (-0.62%)   
> ]<http://data.cnbc.com/quotes/EUR%3dX> as 
> everyone was bearish. So I am long the dollar. In five years I may not be 
> not be long the dollar but I am now. The dollar and commodities do not have 
> to move in correlation despite what you see on CNBC,” Rogers said.
>
> Despite all the volatility on global markets Rogers said he was keeping it 
> simple.
>
> “I am long commodities and own a number of currencies. I am short 
> long-dated US Treasurys, I am short US technology, one major US bank and 
> emerging markets,” he said.
>
> The short positions would, in Rogers' view, protect him if things get worse 
> for the global economy and he believes the Federal Reserve and other central 
> banks will protect his commodity positions by printing more money .
>
> With euro zone finance ministers meeting in Brussels and the Financial 
> Times reporting EU officials are now discussing *a plan to bail out Greece 
> again will involve some kind of default*<http://www.cnbc.com/id/43707609/>, 
> Rogers said the Chinese will continue to buy euro zone debt.
>
> “Someone is going to take a haircut, Greece is going to default, it has to 
> default. But for China giving money to the EU is very cheap foreign aid. 
> They are getting influence for their money,” said Rogers.
>
> http://www.cnbc.com/id/43708130
> '+'
>
>
>

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