I would not sell oil and gas or any kind of energy, certainly not oil
and gas because there are all sorts of geopolitical risks on the
horizon. But even without them, the supply and demand situation is such
that we are going to need more energy over the next decade or two.
Related: United States Oil Fund LP ETF (USO), United States
Natural Gas Fund (UNG), Exxon Mobil (XOM), Energy Select Sector SPDR ETF
(XLE);
Jim Rogers is a bestselling author, financial commentator and successful international investor. Rogers was a co-founder of the Quantum Fund (considered to be the first truly international fund of its kind) and is the creator of the Rogers International Commodities Index (RICI).
