Monday, October 22, 2012

Russia and commodities are good

Having been negative on Russia his entire career, Jim Rogers said, “I’m convinced things are changing in Russia for the first time.”  Rogers is looking into investing in Russia and is still bullish on agriculture. He says “with all commodities, the most important factor is supply and demand”. Inventories are near historic lows and farmers are few.

Jim Rogers

Warren Buffett

Nouriel Roubini