Jim Rogers Interview on Bloomberg TV ….
- Everyone is long in Gold at the moment so I am worried about it. The Dollar/ Gold relation sometimes works, sometimes does not so dont think about it too much
- Agriculture – best investment for the next 18 months or so – rest every asset class looks overvalued, overbought
Cotton
Orange Juice - Sugar
Coffee
Soybean
Corn gets overdone because of Ethanol - DBA (PowerShares DB Agriculture Fund) has 25% each of Corn, Wheat, Soybean, Sugar)
- Natural Gas - Will go higher over next few years
- Nickel – Short
- China – Long – That is the place which is going to grow the most – so be a part of it – whenever there is a crash – get in
