Notes On Jim Rogers CNBC March 26 ,2010

• Bankruptcy for Greece is best possible scenario
• Currently long the Euro as “it will have a rally”
• Greece still has a deficit (12% of GDP)
• Greeks have never lived within their means and it won’t change
• It’s not the contract that is wrong, its the execution (Euro Establishment)
• Authorities in Beijing are trying to slow things down
• Expects Renminbi to go higher
• Will buy more gold if it goes down, it has had a nice run up and price action is understandable

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