Howard Sun

Jim Rogers' Picks and Pans - Barron's Interview

I know Jim Rogers has been long the Chinese market for several years now. In fact, he's been an advocate of the commodity and Chinese bull market since the very beginning of the run, when few believed the market could sustain for so long.

For those naysayers, it's time to admit the truth - the US is becoming less of a superpower every minute. Don't be muddled by all the mass-media propaganda. Even when all the economic indicators point toward a recession, we can't POSSIBLY be in a recession. Right?

Short Interest at Record Levels

Although % of float is a consideration when you're playing the short squeeze, what's an even better indicator is the days to cover. If a stock has a short 30% of float but only a few days to cover, the effect of the short may not be as pronounced as if the days to cover are much longer.