I read that book, but I believe commodities will take it on the chin, as they do in recessions. After the recession, will they take off again? Also, Jim Rogers has a commodities index fund that he started, which he is promoting by writing the book. Asking Jim Rogers about commodities is like asking David Lereah about buying homes. I am a skeptic of Rogers. I posted recently how much commodities got trampled in the 2000-2001 recession (which was mild and was only a capital spending recession), so in this consumer led recession the commodities will get hammered. How much copper and lumber will we need when housing construction falls 75%? THat is why I’m not a fan of Tim Iacono’s site, TheMess; he is a bull on commodities and I just don’t share the view that commodities are in a bull run. We’ve got a recession to work through. Maybe after that, commodities will take off. I just don’t know.
