December 7, 2011
Jim Rogers was interviewed by Bloomberg this morning. When pressed about his favorite investment theme Rogers said it was agriculture. The interviewer continued to ask him which particular agricultural commodities Rogers was bullish on. Rogers responded that investors should start with commodities that are down the most. As an example, sugar is down 60% from [...]
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August 31, 2011
Jim Grant of Grant’s Interest Rate Observer recently released an analysis of Mid-West farm land prices. His conclusion was that farm valuations in the United States are stretched. Grant’s recites a story about an out of control auction for farmland in Iowa where big money hedge fund managers got into a bidding war. Jeff Troendle, [...]
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