Monday, October 27, 2008

One More Jim Rogers Video - Also Bloomberg - October 24, 2008

One more video from Jim Rogers - quick summary of his thoughts on this one - a very different interview from the previous post:
  • The Japanese Yen will continue to rise - probably higher than anyone thinks it will go
  • When we come out of this forced selling, commodities will be set to take off
  • The secular case for commodities is getting even better
  • Fundamentals are better in commodities. "The world has plenty of stocks"
  • Oil has gone down >50% three or four times since the current bull market started - this correction is nothing unusual

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