Gavin Wendt

Jim Rogers explains in an interview with Fortune Magazine why he believes the commodity bull market isn't yet over. I don't see enough supply having come on stream in most commodities to end the bull market. Agriculture inventories are near historical lows because the world has consumed more than it grows for a decade now. Many minerals companies have canceled capital spending programs because they, too, have heard from Wall Street that the boom is over.


Please sign in to comment on this wire.