Jim Rogers -- Investment Biker Message Board

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Strategies & Market Trends : Jim Rogers -- Investment Biker

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To: craig crawford who wrote (13)	1/8/1998 12:43:00 PM
From: Thomas M.	Read Replies (1) of 213

I like to listen to Jim Rogers's contrarian views for the sake of hearing "the other side of the story". My favorite example is his decision to short a bunch of DRAM companies in early 1995. He obviously got trampled by the bulls. However, his fundamental analysis was correct, that oversupply was on the near horizon and the cycle was about to turn. In reality, that summer was the peak of the tech cycle that started in 1990, although the stock market has not quite figured it out yet. We have gone from 99% of tech companies doing gangbusters business in 1995 to maybe 3% doing well now. Tom

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