Jim Rogers, in my mind’s eye is the best purely fundamental trader. Listen to him delineate his theory on China – more than 10 years before his book A Bull on China was published. One of my classes at UCLA is dedicated solely to his fundamental manner of studying markets and commodities.
Listen closely to the segment at the 14:42 mark…
Charlie Rose: Where would you put your money right now?
Jim Rogers: If you want to invest in markets, you should put your money in the commodity markets…you should be buying SUGAR…(Rose cuts him off)…
Charlie Rose: Oh man, that’s…, c’mon Jim – that’s a fool’s errand.
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