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How to Implement Jim Rogers's Favorite Investment Idea?

October 07, 2009
(GuruFocus, October 7, 2009) Boy! That Guy Jim Rogers has conviction to what he is preaching! Yesterday he was seen with Fox Business News, and today we see him at Bloomberg.

He message has been the same during the past couple of months and numerous interviews: the governments around the world (especially that of US) have done a terrible job in handling the economy during the credit and financial crisis in the past two years or so. Governments have tried to solve a problem that was caused by debt and consumption with more debt and consumption.

He thinks gold will most likely make an inflation-adjusted all time high, not just a nominal high, during the next decade or so as people will buy gold to hedge for inflation, disaster, and weak dollar. As for himself, he holds gold, he is not selling gold, but he is not buying at this point as Gold has just reached fresh highs. When asked what his opinion is as to what price gold is going to next, he said “I am not that smart”.

On the other hand, he thinks the US equity market will not necessarily diverge with the gold, rather it may go hand-in-hand with the gold because of the excessive money printed has to find a place to go. But when discounted for inflation and currency depreciation, one may get a wash in terms of retrun. Jim Rogers has not bought any stocks anywhere in the world in the past a couple of years except in last fall he bought some Chinese stocks when things collapsed there. The ShangHai stock index went down from over 6,000 to around 1,600, down more than 70% last year.

He discussed his favorite investment idea as of now in the interview. He is absolutely convinced his idea will do well regardless whether the economy will do well or not in the future.

How to implement the investment idea that Jim Rogers is so sure of? We welcome the inputs from the GuruFocus community. Please name your best ideas to benefit the rest of us.

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