There is a pretty detailed review of the commodity market by Jim Rogers in the "Economic Crisis Summit" webinar. I strongly recommend the part that contains the Jim Rogers interview (between 10:30 and 18:00), but not the other parts. Here is the video:
Economic Crisis Summit webinar
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"There is no means of avoiding the final collapse of a boom brought about by credit expansion. The alternative is only whether the crisis should come sooner as the result of a voluntary abandonment of further credit expansion, or later as a final and total catastrophe of the currency system involved." |
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