Benefit by Imitating Julian Robertson: Bullish on Commodities, China, And Tech
Earlier this month Julian Robertson commented about Feds monetary policy, budget deficits, and global economy. Robertson said the U.S. isnt doing enough to address structural problems, such as budget deficits in its economy. "We prefer to put on the Santa Claus suit and celebrate Christmas, he said. He was highly critical of Feds monetary policy, claiming the U.S. dollar is not the safe haven it once was. "Not just gold and silver, but cotton, soybeans, you name it, they're all rising," he said. Jim Rogers is also extremely bullish about commodities.
We also like commodities as an inflation hedge. Investors can buy physical gold, or gold ETFs such as SPDR Gold trust (GLD), Proshares Ultra Gold ETF (UGL), Gold Miners ETF (GDX), Junior Gold Miners ETF (GDXJ) and iShares Silver Trust (SLV). Investors can also invest in agriculture through ETNs, such as Cotton ETN (BAL), Corn ETF (CORN), Livestock Total
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