Jim Rogers on Bloomberg 11am ET

Quote from toryj:

The interview was really, really good.
He's short Fannie Mae (FNM) and thinks people looking at commodities now should look to corn, sugar, cotton, and other agricultural commodities for opportunity. He also said that he's pulled his money out of emerging markets, but recommended Chinese stocks.
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did he recommend chinese stocks in general? or specific sectors/stocks?
 
Quote from zdreg:

did he recommend chinese stocks in general? or specific sectors/stocks?
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I think he was just recommending them in general. He mentioned that there was a recent bubble in their stock market, that it burst, and now is the time to be buying.

When he visited China for the first time he bought shares in some company (a bank, I think) and I am pretty sure he said that he bought more recently. I know that's vague and not terribly helpful, but that's all that I can remember.
 
Quote from just21:

Where's he moving to , Shanghai or Singapore?
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I've seen a few interviews in journals with him, he has mentioned Shanghai, Singapore, and HK as being possibilities but a couple times has hinted at sing..

"JR: We spent several weeks this summer in Shanghai and Singapore just seeing how we felt. I think it is more likely we would move to Singapore, at least at first, because Singapore is easier to move to than Shanghai. We have more or less decided to move to Singapore, it’s just a question of winding down in the US and gearing up in Singapore."

http://www.moneyweek.com/file/5067/jimrogers-2511.html
 
Quote from minitrade:

I've seen a few interviews in journals with him, he has mentioned Shanghai, Singapore, and HK as being possibilities but a couple times has hinted at sing..

"JR: We spent several weeks this summer in Shanghai and Singapore just seeing how we felt. I think it is more likely we would move to Singapore, at least at first, because Singapore is easier to move to than Shanghai. We have more or less decided to move to Singapore, it’s just a question of winding down in the US and gearing up in Singapore."

http://www.moneyweek.com/file/5067/jimrogers-2511.html
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That article was excellent, thanks for sharing.
 
A few months back his Commodity Index Fund was the number 1 index fund in the world. I am not sure where it is currently.

I tried to invest in it but the brokerages that offered it took such a big bite around 6% in fees as I recall.

To me he exagerates some but is likely correct on his big picture perspective.
 
He is provocative all right. As to his trading ability, how does one really know what it is. He was the analyst at the Soros fund. Soros did the trading. As to the commodity fund he runs, I was under the impression that it was an index fund. So, how good of a trader do we really know he is?
 
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