Leeb predicted $200 oil in his previous book (in fact it was the title), so he’s fired from the list of people to listen to. I don’t have to read rogers’ books and i can tell you what they say “Invest in Asia” that pretty much sums it up, or you could add in “sell everything and move to asia, teach your kids mandarin, english is dead” like he did.

My man, Roubini, has more street cred to me and he says commodities will be a poor investment over the next year or two, that the U.S. will be the first to emerge from the recession at the end of this year but it will be a slow year or two with only 1% growth and the emerging markets will have an even tougher and slower time of it. He also rubbed a little salt in my wounds by saying that the stock lows of March 2009 will not be revisited, that those had a depression priced into them and he doesn’t see that happening any more. He doesn’t think things will return to bubble levels anytime soon and the rest of the world is too intertwined to do anything different, so essentially, the boat has been missed, waive to it.

Now if either of these guys correctly predicted that Ford would go up 7 fold in under a year, or that hovnanian would go up five fold, that harley davidson or GE would double, if they got any of these right, then I’ll listen, otherwise they are no better than me and I guess and read blogs.

Leeb predicted $200 oil in his previous book (in fact it was the title), so he’s fired from the list of people to listen to. I don’t have to read rogers’ books and i can tell you what they say “Invest in Asia” that pretty much sums it up, or you could add in “sell everything and move to asia, teach your kids mandarin, english is dead” like he did.

My man, Roubini, has more street cred to me and he says commodities will be a poor investment over the next year or two, that the U.S. will be the first to emerge from the recession at the end of this year but it will be a slow year or two with only 1% growth and the emerging markets will have an even tougher and slower time of it. He also rubbed a little salt in my wounds by saying that the stock lows of March 2009 will not be revisited, that those had a depression priced into them and he doesn’t see that happening any more. He doesn’t think things will return to bubble levels anytime soon and the rest of the world is too intertwined to do anything different, so essentially, the boat has been missed, waive to it.

Now if either of these guys correctly predicted that Ford would go up 7 fold in under a year, or that hovnanian would go up five fold, that harley davidson or GE would double, if they got any of these right, then I’ll listen, otherwise they are no better than me and I guess and read blogs.

Leeb predicted $200 oil in his previous book (in fact it was the title), so he’s fired from the list of people to listen to. I don’t have to read rogers’ books and i can tell you what they say “Invest in Asia” that pretty much sums it up, or you could add in “sell everything and move to asia, teach your kids mandarin, english is dead” like he did.

My man, Roubini, has more street cred to me and he says commodities will be a poor investment over the next year or two, that the U.S. will be the first to emerge from the recession at the end of this year but it will be a slow year or two with only 1% growth and the emerging markets will have an even tougher and slower time of it. He also rubbed a little salt in my wounds by saying that the stock lows of March 2009 will not be revisited, that those had a depression priced into them and he doesn’t see that happening any more. He doesn’t think things will return to bubble levels anytime soon and the rest of the world is too intertwined to do anything different, so essentially, the boat has been missed, waive to it.

Now if either of these guys correctly predicted that Ford would go up 7 fold in under a year, or that hovnanian would go up five fold, that harley davidson or GE would double, if they got any of these right, then I’ll listen, otherwise they are no better than me and I guess and read blogs.

I don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.

I don’t care who says what. I care about their underlying data that supports their claim. From that point of view, I do believe Rogers has a point that the supply for commodity is very tight (e.g. agriculture) and current economy crisis is making the funds/investments very hard to come by for small farms around the world. Therefore, I don’t know about commodity such as gold (although I think it has bubble trademark all over it), but I do have longs in agriculture funds.
I believe most of the commodity does not necessarily outperform the market in the next few years. But because of the tight supply, they have the potential to go up much higher if the demand happens to be strong.