Wed 26 Jul 2006
I just saw this quote:
Jim Rogers, the co-founder of George Soros’s Quantum hedge fund, says oil prices will reach $100 a barrel, possibly this year.
Rogers said declining supplies from existing fields and a lack of new oil discoveries will drive prices higher.
?The bull market has about 10 or 15 years to run,? he said. ?How high it’s going to go I don’t have a clue during that time, certainly over $100 a barrel or over $150 a barrel before it’s over.?
(Bloomberg)
Yes, Jim Rogers is “da man” when it comes to identifying fundamental conditions. But he’s horrible at timing and not a good trader (both by his own accounts). As he thinks we could hit $100 this year, I would take that as a contrarian signal that the price of crude is going lower.
Of course, that’s not enough of a signal for me to risk my own money on…
July 27th, 2006 at 1:25 pm
Word is that Jim is sellig his townhouse in NYC and moving to China. He expects a Chinese boom and wants to be in the middle of the action. This reminds me of Kesslers comments about how trading is Asia seems to be a pointless endeavor. And yes Jim has a horrible record and could be moving to escape angry fund investors (LOL) but he sure as hell made a great investment on his house. He bought it for $150,000 I think and is selling it for $15,000,000. Not bad at all.