When you have a huge collapse, and everyone stops buying, eventually people have to start buying something. Whether they buy the Jim Rogers sugar or wheat recommendations, they have to eat. Right now, none of the problems are getting solved. If you print a whole bunch of money, you can have a very good time, but nothing is solved.
The only places where the fundamentals are getting better is commodities. That and since the governments are printing so much money, that makes the prices of everything to go up, which is also good for commodities trading. For Jim Rogers, sugar has been one of the top investment ideas for a long time.
The next big crisis will be in the currency markets. The Yen may be a good place to be, because they will probably be able to withstand the next crisis. There are many other ways to invest besides currencies and commodities, but it is tough to get into all of those other themes on a short television segment.
The fundamentals for GM and Citibank are not getting better. However, the fundamentals are getting better for commodities. The supply is shrinking. There is little question that a crisis in the currency markets will have a large effect on the equity markets.
