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When hedge fund titans collide: Jim Rogers, while agreeing there are isolated cases of bubbly...

When hedge fund titans collide: Jim Rogers, while agreeing there are isolated cases of bubbly real estate, is happy to take the other side of Jim Chanos' trade against China.
Comments (5)
  • DrBenway
    , contributor
    Comments (300) | Send Message
     
    Jim Chanos backs-up his view with extensive research and numbers. Jim Rogers backs up his opinion with condescending comments about Chanos.

     

    What's funny about Jim Rogers is that he claims to follow Austrian Economic school, yet he seems in absolute love with the Communist goverment run economy of China.

     

    I am pretty sure Chanos is right. Timing may be very tough though. Chinese economy may artificially expand several years before the "laws of nature" take effect.
    14 Dec 2010, 05:33 PM Reply Like
  • obamaphobe
    , contributor
    Comments (172) | Send Message
     
    If food prices continue to rise it could be right around the corner.
    14 Dec 2010, 09:14 PM Reply Like
  • Ranni
    , contributor
    Comments (144) | Send Message
     
    I agree, somewhat difficult follow his logic in some cases.

     

    It's quite clear, how Soros was the ultimate Mastermind behind Quantum-fund, not so much Jim "buy agriculture" Rogers.
    15 Dec 2010, 02:09 AM Reply Like
  • Tom Au, CFA
    , contributor
    Comments (6780) | Send Message
     
    Reminds me of the face-off of Warren Buffett vs. the Feshbach Brothers over Wells Fargo in 1990. The bull(s) won that one.
    14 Dec 2010, 08:09 PM Reply Like
  • Camper
    , contributor
    Comments (161) | Send Message
     
    Rogers hasn't often been wrong, but merely early. God knows he was right about commodities over the past few years. His call on the developing world, and especially East Asia, looks to be right on track.
    14 Dec 2010, 09:20 PM Reply Like
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