Chinafotopress

If you say the words ‘commodities’ or ‘China’ in the midst of a group of investors, there’s a good chance Jim Rogers name is going to come up quickly. If you say both, that chance is almost a certainty.

Rogers made his name in the 1970s as one of the co-founders of the Quantum Fund — one of the most successful hedge funds in history — along with George Soros. He retired from the fund in 1980, but has kept himself busy, traveling around the world, twice on motorcycle and once in a custom-made Mercedes, and writing two books on the trips.

On the bus ......n [Brothers]. The fundamentals were sound, commodities just collapsed in the panic because of the forced and artificial liquidation of those two companies. Commodities bottomed in December ’08, after only [a few months] of decline. This was nothing compared to 1987, when stock markets actually closed because of the panic surrounding the commodities decline. It’s not hard to see that if farmers can’t get loans for fertilizer, then commodities prices can’t stay as low as they are now.