Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Commodities - The Coming Bull Market -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (73)	6/4/2001 2:41:31 PM
From: craig crawford	Read Replies (2) \| Respond to of 1643

>> Craig.... Jimmy Rodgers is one smart guy.. He and George Soros started the Quantum fund in the early 1970's, and made a fortune with their macro-global investing thesis. << yup. 4000% return over 10 years. i believe 37% compounded. he is an old-time value investor though, so he has been too skeptical of the u.s stock and bond markets and the us dollar. i tend to use his insights on world economic trends and commodities and things like that. he may have chased people away from the us market over the last several years, but he is definitely worth listening to. --he correctly warned people time and again to avoid russia prior to the collapse of the ruble in 1997 --he was calling for a bottom and heavily buying oil at the bottom in 1998. he was correct to be even more positive on gasoline which has outperformed. --he has been bullish on coal stocks the last couple years and they have exploded. --he was a little early but was the only one warning about a power crisis a few years back. he was telling people in 1996 or 1997 that california was going to have a crisis from a shortage of electricity. --he has been correctly bearish on gold for the last 20 years since shorting it at $675 in 1980. --he was correctly bearish when he called to short japan in the late 80's --he has been bullish on china and that market is the best performing in the word by far setting new highs everyday while everything else tanks. he is sometimes 3-5 years early on macro trends and major inflection points, but everything usually goes his way in the end. so it's best to kind of pay attention to what he's saying and then file it away in the back of your mind for a couple of years.