Investing in Agriculture and Energy: Jim Rogers Gives Details

Jim Rogers has been one of the leading advocates for agriculture investing for years. With the exception of the summer of 2008, when agriculture was getting too frothy, we’ve been right there with him.

The Wall Street Journal notes in Commodities Guru Rogers Likes Silver, Palladium, Agriculture:

Most agricultural products are hugely depressed on a historical basis. Sugar is going to be much, much higher in the next decade.

Rogers also brought up something we’ve been talking about since August – the oil to natural gas ratio. This ratio proves how much oil was undervalued compared to natural gas on historical and energy equivalent ratio. Rogers suggested a short-oil/long-natural gas (sound familiar?) play to profit from the situation.

Although Rogers’ comments hardly identified any new opportunities or anything like that. His past investment successes and track record for getting the big things right makes him certainly some good company to be with as we move forward.

Agriculture investments continue to be one of the best opportunities anywhere in the markets today and Rogers has been very consistent on it. And natural gas, although it has rebounded strongly, will be a solid opportunity over the long run.