I will make an extraordinary statement, Jimmy Rogers is a very humble man. I don't mean he is a hand wringer or a cringing fellow, I mean that he accepts the limits of his ability to understand. His skepticism which at times verges on cynicism, is easily confused with arrogance and he has a shortness of manner which would lead the untutored observer to conclude that he is in fact arrogant. But that is the opposite of the truth.
If you watch the television interview from which the article to which you refer is derived, you will see and hear him say what a terrible trader he is. You will hear them say that such and such is unknowable. That is the essence of humility and it is a far cry from what we are reading of Mr. Celente.
Jimmy Rogers has a decades long record of giving concrete investment advice which is proved perspicacious. He is not a one act play.
You are right, he too sees inflation on the horizon but he knows the limits of his ability to time it and to define the limits in the social consequences. He thinks that the effects will be bullish for commodities and he acknowledges that gold is part of his portfolio. He says he is not short stocks, a situation which for him is nearly unique, because he believes inflation might blast off in the market. But he does not have enough confidence in his judgment to be long the stock market except for some remaining holdings in China. Another example of his humility.
