Sunday, May 5, 2013

Agriculture and Natural Gas are potential bargains

I'm most optimistic, fundamentally, about the agriculture sector. But some of the others [for example], natural gas is 70% below its all-time high. Some of the base metals are far down from their all-time highs."

With agriculture, you know, we've consumed more than we've produced for the last 10 years or so. So, inventories are near historic lows, which means that - if something goes wrong - we're going to have serious problems. And even if something goes right, you've got to replenish the inventories.

Jim Rogers

Warren Buffett

Nouriel Roubini