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Title: Commodity Boom? We'll see.
Review: Jim Rogers has written a book that is informative, yet disappointing, because investing in commodities is a frustrating endeavor. Mutual fund companies, in their appalling lack of foresight, have created funds that produce mediocre portfolios of bonds and equities by the thousands. Enough already! Why not come out with a few commodity funds? I'm sure they will after the boom is towards its final speculative blowoff. Rogers own "Raw Materials" fund, which he unabashedly promotes in the book, has a very high expense ratio and is embroiled in the scandal surrounding the broker, REFCO. The investors in this fund are currently unable to get their money back! In my humble opinion, the best and most inexpensive way to play a commodity bull market is to diversify into the gold ETF, energy ETF, gold mining stocks/funds, natural gas & oil producing and drilling stocks, timber REITS and other commodity producing companies.
