The Jim Rogers commodities sentiment is bullish. The economy is not in good shape. You know that a few parts of the economy will be increasing employment. But which one? There is a good chance the government’s numbers are incorrect.
The story the numbers tell is that the Fed is printing a lot of money. They are throwing it at everything, and that can raise the price of any asset cash. The dollar is being driven down.
Paulson comes out every day and says that a strong dollar is good for the economy, and then the dollar goes down every year. So many people short the dollar.
Right now there is huge amounts of speculation in gold. Oil will eventually go up at $150. You want to buy things that are cheap, not things that are expensive. A lot of people got really rich in the 70s, and most of them were in Jim Rogers commodities.
