-->hier die ersten Eindrücke zum Aufsammeln und Hineinziehen:
Die New Orleans Konferenz gehört zur grössten Ansammlung von Finanz-Gurus auf
dieser Welt.......................

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JIM ROGERS IN NEW ORLEANS

He predicted that the dollar would be"the first - or
second - best short sale in the U.S. financial markets,"
and suggested, therefore, that"gold may be a good thing to
own."

- Later in the day, he urged investors to continue scouting
for opportunities to invest in China, and suggested some
specific investment ideas. He also predicted that the U.S.
financial sector is close to a peak, and that financial
stocks are better sold than bought. But we have shared
these thoughts with the Daily Reckoning faithful on many
occasions.

- Later that afternoon, your New York editor was privileged
to listen to Jimmy Rogers address the conference. The well- traveled"Investment Biker" provided a stream of
fascinating insights from his three-year, 152,000-mile trip
around the globe.

-"We ate everything," he told the conference-goers."And I
can tell you that grilled grasshoppers aren't so bad,
provided you mix 'em with grilled termites."

- During the question-and-answer session, Rogers was asked
to share his favorite investment destinations or investment
themes. He replied:"China is becoming the greatest country
of the 21st century. They call themselves communists, but
they're more capitalistic than you or I... They save and
invest 35% of their income."

- Rogers says that he owns a few Chinese stocks, as well as
the Chinese Yuan. But he suggests that one off the best
ways to"play China" is to invest in commodities.

-"The Chinese aren't going to buy light bulbs from the
rest of the world," Rogers says."But they're going to buy
commodities. They have to buy commodities because they do
not have enough of their own to keep pace with domestic
demand."

-"Commodities are in a bull market," says Rogers."The
bear market ended in the late 1990s, and the bull market
will probably last for another 8 to 12 years."

- Rogers' second investment theme is the U.S. dollar."I'm
pessimistic about the dollar," he says."The Federal
Reserve has as its official policy the debasement of the
U.S. dollar. They've got the printing presses and they
promise to use them... So if I could tell you only one
thing, it would be to get out of the U.S. dollar."

- Rogers' third investment theme is really an amalgamation
of the first two. He favors investments in resource-based
economies like Canada's. Not only would their economies
benefit from a commodity bull market, but their currencies
would also continue appreciating against the U.S. dollar.

- Rogers is not only putting his money where his mouth is,
he is also putting his family's future where his mouth is.
He is actively preparing his 5-month old daughter for the
world that he anticipates... Says the proud papa:"My 5-
month old daughter has a U.S. passport, a Swiss bank
account and a Chinese nanny...

-"Learn Chinese," Rogers concluded."This economy will be
the greatest growth story of the 21st century."

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