He's very sharp on markets. His problem is with the Bottle. He never discusses Ethanol, its too close to home. CNBC guy got his fight....and he lost.
Makloda, what I find ironic in all this is that it was the Fed's NON-tampering, hands-off approach that led directly to the current financial fiasco. And yet we have all these calls for doing away with the Fed! Well had we really had a Fed that was doing its job of regulating the financial and mortgage markets we might have avoided most of the current mess --not all because we still are left with government fiscal irresponsibility. We don't necessarily need more regulations than we had during the early Greenspan years and before that asshole Gramm killed Glass-Steagall; what we need is regulators at the Fed and SEC who will do their job and regulate.
Rogers was a bear on US stocks during the entire decade of the 90s. He went negative on Japanese stocks in the mid 80s around 12000 just as they were about to soar to 38000. As a member of Barron's Roundtable his picks were always the worst as per a study done by Norman Fosback