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  • Jim Rogers' Picks and Pans - Barron's Interview [View article]
    I know Jim Rogers is an icon...and people..some anyway..may think this is a great article (its not..it's a coattails coast off Rogers timeworn themes...)
    but its really a rehash of a rehash.
    Rogers..and he HAS been successful..rides around on a motorcycle or travels somewhere exotic every few years and make some observations..usually very keen. But observations are like frozen foods...they have a shelf life..and Rogers shelf life has expired months ago.
    The China story is VERY long in the tooth..you'd actually be better served looking to Japan or even Singapore in the East. The BEST commodity plays are oils/gas and their domestic (US MLPs) and near domestic (Canadian trusts..dirt cheap and VERY safe)..As for water..its tha infrastructure and equipment plays that are far better...but we didn't get any of these from the "pretend" article..did we???
    Apr 13 20:27 pm |Rating: +1 0 |Link to Comment
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