Energy Diversification

Jim Rogers' Picks and Pans - Barron's Interview

I'm sure even Jim Rogers would advise others to be careful about doing what he does. His books on the subject - as I think you point out - have glaringly omitted any discussion of the downside case for commodities. His view about commodity cycles is not a subject of complete agreement, even by commodities investors.

I am watching "nontraditional" commodities -- water (esp in Asia), rare earths, and possibly uranium.