In David Tepper like fashion, Jim Rogers says commodities are in a win win situation (of course, Tepper said stocks were a win win just a week ago). He says commodities are the obvious beneficiary of the current environment no matter what. If the economy weakens the Fed will print, devalue the dollar and bid up commodities. If the economy recovers commodities will also be bid up. This is exactly what David Tepper expects, however, he sees equities being the beneficiary. Rogers says gold is going to $2,000. He also likes rice, farmland, and agriculture in general.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.