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Market Insights from Jim Rogers and Robert Shiller

January 27, 2011
Jim Rogers and Robert Shiller talked about their outlook towards the market this morning:

Jim Rogers is long on inflation, therefore agriculture commodities such as rice. On the foreign currency front, he is long on RMB, the Chinese currency.

Using Japanese Yen as an example, Rogers thinks RMB is positioned to appreciate 300-400% in the next decade or two.

























Robert Shiller, a Yale economics professor appeared together with Patrick Kron, CEO of Alstom, in CNBC this morning. The two see a dual economy in the world nowadays, with the developing world charging forward and the developed world struggling.

























About the author:

guruek
Mark's equity focus is identifying secular growth trends, and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. With a degree in Economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology is also a major interest for Mark. His career background has focused on financial analysis in corporate America. Visit Mark's website at http://www.fundmymutualfund.com/

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