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发帖数: 1962 | 1 【 以下文字转载自 Stock 讨论区 】
发信人: DDM (Buena), 信区: Stock
标 题: An Interview With Jim Roger, August 13, 2008
发信站: BBS 未名空间站 (Sat Aug 23 23:30:50 2008)
An Interview With Jim Roger
In February of 2005, I had the pleasure of meeting commodity investor Jim
Rogers. It was not an official interview. We spoke for 20 minutes as I drove
him in my car to my office. He then spoke to me and my colleagues. He
regaled us with his fascinating life story for about 20 minutes, and then
answered our questions for almost | s********n
发帖数: 1962 | 2 我觉得吧，fan 不 fan 的是个人爱好，但 commodity market 毕竟已经 bull 了
近十年了，这说明这决不是单单的投机炒作，而是 fundamental 的。作为投资者
（或投机者，whatever）还是应该认真的考虑 what's going on and what will
happen next.
我对 Jim Rogers 这个人另眼看待的原因在于他对历史非常的了解，能够从历史
的经验里 look at the big picture. 华尔街总是在说 this time is different,
但是过来人都知道 the wall street never changes, because human nature
never changes. 所以对我来说，以史为鉴更可靠一些。
我并不否认 commodities market 里面存在投机造成的泡沫，比如说 Platinum 就
明显是吹高了。但是有两个问题我们要认真解决: 一是 fundamental 是否还在，
二是如果是 bubble，这个 bubble 会持续多久。
先说第二个问题，我想我们 |
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