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.
