bhc investment: Rogers is Singing our Song but Louder!

Thursday, October 08, 2009

Gold. Making new all-time high. Don't like buying it now.
Might buy more when lower or higher.
Gold should be over $2,000 and will get there over the next decade.
Gold is a hedge against Inflation or war.
Stocks -- liquidity driven stupidity.
Gains in stocks are illusive as Dollar is making losses.
Commodities are the place to be.
Expect higher Inflation.
You can't solve a debt and consumption problem with even more debt and consumption!
Crude Oil: the surprise is going to be how high it stays and how high it goes!
The supply and demand picture will drive Crude higher.
Japan, a creditor nation. Yen Carry Trade is unwinding.
Agricultural commodities: one of the places to make money in the next decade. Inventories of food are the lowest in decades!
Unless you are a great stock picker, you are better off buying the commodities directly.
Do your own homework! Focus on what you know!
Don't jump around and invest in things you don't know!

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bhc investment