Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: Thomas M. who wrote (34999)	8/8/2005 8:22:39 AM
From: Tommaso	Read Replies (1) of 116555

>>>Have you (or anyone) heard Jimmy Rogers' comments on bonds lately? Not his general opinion on the US Dollar or inflation, but what he is actually doing in the bond market<<< Since I do not get copies of Rogers's personal financial statements, I cannot say what he is doing about bonds. His fund has nothing to do with bonds. In his book, "Hot Commodities," he totally dismisses U. S. bonds (page 7) as a losing proposition, especially U.S. agency bonds such as those of Fannie Mae. But later on, page 51, he suggests that Canadian and Australian currencies will appreciate against the $US and recommends bonds in those currencies because he sees them linked to commodity prices. Incidentally, he hates being called "Jimmy."

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