Tuesday, June 17, 2008

Jim Rogers on Bloomberg

Full video

Quick notes:
  • Short investment banks - all investment banks go to "8" in a bear market
  • Short Fannie Mae and Citibank
  • Still likes Japanese Yen, Swiss Franc, Chinese Renminbi
  • Recently bought airlines hand over foot (I find this very interesting) - says bankruptcies are a sign of a bottom rather than a top
  • Still likes agriculture, but is cautious short term - believes gov't is hell bent to sent down agriculture prices, and if they do, he will buy with both hands

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