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Sunday, October 26, 2008

Jim Rogers and Bob Brinker

Bob Brinker and Jim Rogers do not see eye-to-eye.

Jim Rogers has been correctly short the banks and invested in commodities.

Bob Brinker has been fully invested in equities since March 2003. He has ridden this massive bear market down while fully invested AND while issuing several "ALL IN buy signals for new money" in the 1400s, 1300s and 1200s right before the market fell into the 800s.

Bob Brinker says inflation is not and will not be a problem while Jim Rogers says otherwise.

This is a good video interview:
Jim Rogers Says Massive inflation is Coming
From the summary of Roger's key points
  • We are going to have an inflation nightmare.

  • Whenever people have printed a lot of money, six months to two years later, you have terrible inflation.

  • People all over the world are printing money like mad.

  • Massive inflation is coming and the only way to protect yourself is to be out of paper assets and in (US Treasury Rates)
During the 1990s when Jim Rogers was warning that there was a bubble in US equities and they were not the place to invest, Brinker called him "Mr. Bow Tie." It is interesting that the S&P500 is now back to where it was when Rogers was saying commodities were the better investment.

The chart above shows the S&P500, before dividends, has lost money since January 1, 1998 while gold has more than doubled from about $350 per ounce to $730 per ounce today.

It would be interesting to see who has made and held on to more money the past ten years, Brinker or Rogers.

One thing for sure, neither has to be very happy about being down nearly 50% from the peaks when both were quite bullish for what they recommended.

1 comment:

  1. Jim Rogers a class by himself. I would follow his advise anywhere. What a different world we would have had if enough people listened.
    Lets hear more from him.


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