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Gold/Mining/Energy : Big Dog's Boom Boom Room

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From: ChanceIs8/27/2009 12:59:50 PM
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"A good way to buy oil is to buy cotton."

Jim Rogers

youtube.com

Interesting. He reasons that as oil rises, more farmland will be devoted to corn, etc and squeeze out cotton. There is some merit there. I would have to think about relative crop sizes and timing - how quickly crops can rotate. A little like NG and oil switching.

In general I am a Jim Rogers fan. He is a LT commodities bull, and so am I.
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