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    #16
    I have no problem being called stupid. No skin off my nose. But to say that Rogers isn't selling something is just plain wrong. How many times did his RICI index fund get shown during the interview? What was his last line (when he wouldn't pick a particular commodity)? He said, just buy my index.

    Also interesting that he said there haven't been any real droughts in the last ten years. I would beg to differ. What about Australia (2 years in a row), India, Argentina, Ukraine, the US. Real astute!!

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      #17
      One other questionable assumption. I do agree with Rogers about a US recession and that its effects will be felt around the globe (See IMF and World Bank comments). But to say that a recession will have no impact on consumption seems to be ignoring a basic economic outcome.

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