GLOBAL FUTURE ANALYSIS
OUTLINERS | ROGERS
An actual American investor. Rogers and Soros had together the first investment fund which results give them both a load of capital. Rogers is a critical observer of both Wallstreet (loads of employees in Maserati: the signal that somebody's money is burned without any moral/value look on money) and the FED (wrecking the dollar and fuelled a non fundamental driven boom). Rogers looks to real values/fundamentals instead to trends. Rogers view on commodities and agriculture is full fundamentals based. His view on Airlines and China are to optimistic (two no go areas: due the same fundamentals). His view on commodities is actual and clear: structural up with sometimes some dips in this (driven by supply and demand) continue to higher levels going prices.
Author: Gijs Graafland
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