“Most of my thoughts, you couldn't print.”
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Tough times helped many commodities producers become lean and mean through consolidation, mergers and cost-cutting. All that excess supply has been sopped up.
Jim Rogers 
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The price of a commodity will never go to zero. When you invest in commodities futures, you're not buying a piece of paper that says you own an intangible piece of company that can go bankrupt.
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I think this is also a great time to invest in private equity, helping companies grow from the ground up.
Jim Rogers
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