John23

Jim Rogers' Recent Portfolio Moves

You dont need Jims brokerage statements to confirm his trading/investment ability.

There's plenty of public information out there to show you his thinking, or ideas. Investment Biker, Adventure Capitalist, his other books. Numerous interviews.

His big themes have mostly been spectacularly right. Bullish on commodities since the 90's, have far outperformed stocks (even with the commodity crash of 08). Bearish on the dollar since the 80's. Bullish on China long before the mainstream media caught on. Publicly short the financials, fnm, c before this collapse.

In all his interviews, he always points out he's a terrible short term trader, and he's always explaining facts, historical tendencies, whats worked in the past, what hasnt.

Jim Rogers on the Bear Stearns Bailout

I think Jim is somewhat misunderstood in the media.

He comes across in interviews as eccentric and sort of "out there" with his views (the demise of the federal reserve, bernanke is a nut, etc), but he's just comparing whats going on now to history. If you read his books...investment biker, adventure capitalist, and read old interviews of him, he's a real student of history.

Hes comparing the dollar to currencies that fell before it (pound sterling, dutch gilder, etc), he compares the fed to other central banks around the world. In one of his books, he described the 90's FED and Greenspan as a historical anamoly, the idea that central bankers as gods that can weave magic. Thats only been the case in the last 10 years.

He's brilliant, he has a brilliant model of how the world works. But it doesnt come out like that all the time.