Comments on: Jim Rogers and His Theory of Relativity

By: S

Fri, 13 Feb 2009 01:29:52 +0000

“As a result, the index’s return since inception, as at the end of December, was 159.36pc, a five-year low.”

And the Dow Jones since 1998?

By: Teunis van Nes

Teunis van Nes — Mon, 09 Feb 2009 22:12:41 +0000

Its true, offcourse China has great exports to Europe and the States.
This had a fall of 35% ! Then still growing a 6% is amazing good.
Airlines, sure the well managed, but this is for all indurstries including Agriculture. Yes, we’ll see high prices for basic food.
And oil ? Sure, the West will consume less, the East more, so indeed this year it will already start going up.
Be sure about one thing: nothing stay’s the same in this universe.
So, if oil “stay’s” round this 40$, be sure it will go up.
And yes, the States are bankrupt. The mentality is: shoot first, have a victory party, and after some time they start to ask questions. And the more stupid, criminal, drugged by streetdrugs or and Pchyc.drugs they are, the longer it will take before some realize.
See the Wallstreet bankers.
See what happenend after the Iraq-victory.
I’m sorry to be so cruel to some of you readers, because basically mankind is good, you too, but some of us put a lot of dirt around themselfves. Thats’s all.

By: Chris Palmer

Chris Palmer — Sun, 08 Feb 2009 00:38:43 +0000

China growing at 6% seems to be pretty good compared to every industrialized nation on the planet.

By: Barnettech

Barnettech — Fri, 06 Feb 2009 02:37:59 +0000

this was a pathetic critique of Rogers. Rogers is always right in the long term so far as I’ve seen. I’ll take my short term losses and stick with Agriculture, China and Oil for the long term.

By: Admin

Admin — Wed, 04 Feb 2009 04:27:00 +0000

“But his thesis is predicated on a lack of supply, which perhaps seems valid, until you look at his other theories.

After all, one of Mr Roger’s favourite current mantras is that the US economy is ruined, thanks in part to the mishandling of the recent crisis by the Bush administration.

So, given that the US remains far and away the largest consumer of oil, if its economy is in freefall, surely its need for oil will wane sharply, freeing up supply?

The investment “guru” also contradicts himself by being bullish on the future of shares in airlines, a sector that tends to be crippled by high oil prices.”

Author forgot to mention JR prediction for $200 oil is for 2013.

“To be fair, Mr Rogers has in the past admitted he is not the best when it comes to timing, and that when it comes to short-term trading, he is “horrible”.

I hate when people do this. Its like saying “Your whole theory is a piece of crap, but you have one bright spot”.

By: Mike

Mike — Wed, 04 Feb 2009 04:12:03 +0000

I love this writer. What a pathetic attempt to be critical of J.R. The bit about airlines: ridiculous. Doesn’t this guy realize that “well-managed” airlines hedge their jet-fuel costs? Oil dropping to $40 is a HUMONGOUS competitive advantage that will create a huge barrier to entry for new airlines attempting to enter the market.

As far as commodities – in “Hot Commodities” Rogers talks about the huge consolidations you get during commodity bull markets. This is a cyclical bear market within a secular bull…