We have a shortage of agriculture

“I do (see the boom in commodities continuing), but we have a shortage of agriculture (in the US and the UK), farming has been a disaster. Unless something happens quickly food prices will go up. Somebody has to invest in agriculture, the average age of farmers in America is 58 yrs old.” - in wallstcheatsheet

Great fortunes will be made in agriculture & alternative energies

Great fortunes will be made in agriculture and alternative energies, such as solar power and wind, over the coming years, Jim Rogers in Bloomberg

US Bonds Bull Market coming to an end

“Bonds in the U.S. have been in a bull market for 30 years,” “In my view that’s coming to an end.” “I am not shorting bonds right now” because 95 percent of the market expects them to decline, Jim Rogers told Bloomberg

ETFs : Ishares Silver ETF (SLV), SPDR GOld ETF (GLD) iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF), PowerShares Gld Drg Haltr USX China(ETF) (NYSE:PGJ) iShares FTSE/Xinhua China 25 Index (ETF) (FXI) China Mobile Ltd. (ADR) (NYSE:CHL), iShares FTSE/Xinhua China 25 Index (ETF) (NYSE:FXI), China Petroleum & Chemical Corp. (ADR) (NYSE:SNP), China Life Insurance Company Ltd. (ADR) (NYSE:LFC), PetroChina Company Limited (ADR) (NYSE:PTR), Morgan Stanley China A Share Fund, Inc. (NYSE:CAF), Aluminum Corp. of China Limited (ADR) (Public, NYSE:ACH)

Currency Turmoil by 2013

“I expect to see more currency turmoil maybe this fall, and more turmoil by 2013,” Jim Rogers in Bloomberg