While most of us that know Jim Rogers are familiar with his bullish outlook on agriculture, but he has been slow to add anything else to what he thinks will be big movers, other than saying all commodities over time will rise as demand from emerging middle classes in Asia drive up the prices.
But he has broken with his generalities to give his thoughts on what other specific commodities look good in the short term, and they are silver and palladium.
I do know a lot about silver and know that has a great short- and long-term future for prices going higher. But palladium I'm not as knowledgeable about, and so it was good to hear Rogers mention it, as it will get me to do some research to see why he's bullish on it now.
Rogers major reason for overall commodity bullishness is the demand factor from Asia, but also the fact that expansion of commodity production capacity has been almost zero, and so the supply will not be able to meet the demand, so commodity prices will continue to rise.
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