Wednesday, December 31, 2008

Jim Rogers' Outlook for 2009

Some great coverage of Jim Rogers' investing outlook for 2009 by GreenLightAdvisor.com.

A brief excerpt of the summary provided by GreenLightAdvisor.com:

The facts are, during this period in time the only thing to have its fundamentals unimpaired is commodities.
  • Farmers can’t even get loans for fertilizer now.
  • The supply of things is going to be in even worse shape coming out of this.
  • The IEA recently came out with a study showing that the worlds reserves of oil are declining at the rate of 7% per year.
  • you can do the arithmetic, the supply of everything is going down; oil and everything else;
  • we’re going to have serious supply problems before too much longer.


2 comments:

Robert said...

Agricultural commodities present an interesting picture, but oil inventories and continually waning demand make me nervous to go long that commodity. I've been burnt a few times this year doing so; yet there's something alluring about oil in the low 40s.

Peehu Sharma said...


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