Investing in US Dollar Bonds ? Bulls vs. Bears

Gold vs US Treasury Bonds which is a good investment ?

Investing in US treasuries Jim Rogers debates Howard Lutnick , amazingly enough this time Larry Kudlow takes Jim Rogers side . Jim Rogers warns about the FED continuing to print ever more dollars , , the inflation is coming our way , china Brazil Russia and other nations are looking for ways to dump the dollar as a reserve currency ""I’m afraid they're printing so much money that stocks could go to 20,000 or 30,000," Rogers said. "Of course it would be in worthless money, but it could happen and you could lose a lot of money being short."" said jim Rogers . Rogers called the US dollar a "terribly flawed currency," adding that it could be the starting point for the next currency crisis."I would suspect that somewhere along the line...someone's going to say, 'I'm going to start selling mine before everybody else does,'" Rogers said. "That's when you have a currency crisis."
But instead of pouring money into stocks and Bonds , Rogers said investors should invest in hard assets and commodities. This sector will lead the recovery if the global economy improves, and if it doesn't, they'll still be the best place to be because of the hyperinflation, he said.

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The currency market will collapse , I have no shorts , Commodities are the best place to be says Jim Rogers

Bear Market Rally? Jim Rogers on CNBC

I'd rather short bonds than short stocks , gold will go over a thousand silver is a great investment agriculture and natural gas are even better,commodities and hard assets to save your investments against the inflation. Jim rogers also expects chaos the currency market buy the end of the year it could be the dollar or the pound sterling , just like the Icelandic krona collapsed 2 years ago , and the Russian rubble , buy hard assets real assets , commodities , agricultural and mining stocks , the fundamentals are getting better only for commodities . We are the largest debtor nation in the history of the world , the dollar is a terribly flawed currency it is going the way the pound did , china Russia and Brazil are trying to dump the US Dollar .the bonds rising indicate that inflation on the way...natural resources economies are going to boom , Brazil emerging markets Australia china are going to be better places than Europe and America ...I never sold a share in China

The American bond market is already beginning to go down dramatically says Jim Rogers

In this interview appearing in India's Economic Times, world class investor Jim Rogers said :
"Central banks all over the world have printed huge amounts of money, and the real economy is not strong enough for all this money to be absorbed... so, it's going into stocks and real assets such as commodities. It's a mistake what they are doing. It's giving short-term pleasure, but there's long-term pain as we are going to have much higher inflation, much higher interest rates and a worse economy down the road."
and he then added :
"The American bond market is already beginning to go down dramatically as people realise that the American government has to sell huge amount of bonds, and secondly, there is going to be inflation, serious inflation, as it was always in the past when you had governments printing huge amounts of money. "

Why China's Banks Are Stronger than America's

Last year China Construction Bank's net profit soared 10% to $11.9 billion. In the same period, Bank of America, which at the time owned some 19% of the Chinese lender, earned just $4 billion, down 73% from 2007. That's all you need to know to understand why Bank of America in May sold a 5.8% stake in China Construction Bank for $7.3 billion. Bank of America has been so badly hurt by the U.S. financial crisis that it needs to raise billions of dollars to recapitalize. Meanwhile, Chinese banks are making money hand over fist as China's economy continues to expand. (Read "Bank of America Needs to Play Its Merrill Card.")
What was up is now down and the other way around, and it's going to stay that way for some time. Former powerhouses such as Bank of America and Citicorp have turned into shadows of their former selves as they shed assets and withdraw from foreign markets. Meanwhile, lenders in China and India that are little known outside their home countries now have the wherewithal to expand internationally. They have the potential to become the Citicorps of tomorrow. (See pictures of the global financial crisis.)

Whether China Construction Bank and its developing-world brethren are actually willing and able to increase their international presence is an unanswered question. But the numbers indicate their relative financial strength certainly offers them the option.

Paul Schulte, a former Lehman Brothers star analyst who is now with Japan's Nomura (which took over bankrupt Lehman's Asian operations), recently compared bank balance sheets in various countries and discovered significant differences. One telling disparity is leverage. The higher the leverage, the greater the risk, and despite efforts to put them on sounder financial footing, U.S. and European banks remain overstretched by historical standards and relative to their peers. (See the top 10 bankruptcies.)
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Latest Market Update, Stocks, Bonds and Economy

Latest market update on the stock market, interest rates, US bond market, gold stocks and future prospects for the economy and the dollar.

Global economy will perform better then the American economy.
Legendary investor Jim Rogers has in an interview to The Economic Times warned that the very measures taken by the recession-hit western
countries to spur growth could cause a bigger crisis for the world economy. His sentiments find echo in German Chancellor Angela Merkel’s exhortation that central banks should return to ‘independent and sensible monetary policies’.

The crux of Roger’s argument is that the central banks have printed a huge amount of money which the real economy may not able to absorb. All this money may fuel asset prices again. In the long run, he warns, this liquidity deluge would lead to high inflation and interest rates and a worse economic downturn
.

Such a stark warning would appear premature at this stage. After all, the annual rate of inflation has fallen to below zero in the Eurozone and elsewhere, too, inflation is hardly a concern. Those belonging to Roger’s camp would argue that excess liquidity in the global system could create another commodities bubble led by oil. This will cause inflation to rear its head again. In that case, it is argued, the central banks would not be able to act quickly enough for fear of causing a deeper crisis.
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