Investor Jim Rogers was the subject of this week's Barron's cover story. Rogers' enthusiasm for commodities is still in place, and the feature article dutifully outlined his reasonings for a continued commodities bull market.
Specific attention was given to the legitamization of commodities as an asset class in light of recent academic studies which bolstered his view that tangible assets could serve as an attractive area of investment. For more on those studies, see Barry Bannister's research into commodities and inflation cycles, as well as G. Gorton and K. Rouwenhorst's paper "Facts and Fantasies about Commodity Futures".
PS: the same issue of Barron's included an adjoining article that gave a technical look of the gold price. It was one of the few informed examinations of gold's dollar-denominated price movement I've seen in a mainstream financial outlet to date.
Specific attention was given to the legitamization of commodities as an asset class in light of recent academic studies which bolstered his view that tangible assets could serve as an attractive area of investment. For more on those studies, see Barry Bannister's research into commodities and inflation cycles, as well as G. Gorton and K. Rouwenhorst's paper "Facts and Fantasies about Commodity Futures".
PS: the same issue of Barron's included an adjoining article that gave a technical look of the gold price. It was one of the few informed examinations of gold's dollar-denominated price movement I've seen in a mainstream financial outlet to date.