JohnB23

Jim Rogers Still Bullish on Commodities, Bearish on the Fed

I follow Jim regularly. His track record over the past 20 years, I think has been spectacular. Through his books, investment biker, adventure capitalist, google news stories, other interviews (market wizards, inside the house of money), you can put together a rough picture.

How many people know..."put a significant amount of his net worth in bonds in 1981 and 82 (market wizards interview)? Was short Japan. The US media is slightly biased...sure he may have missed the 90's bull run, or internet stocks, but he was off making money in exotic countries.

And this decade, been pounding the table on china, short dollar, short i banks, long commodities, short fnm. Short term the market is extremely irrational, but long term I wouldn't bet against him.