One Global Investor's View on Commodity Markets

This is Tim Hammerich of the Ag Information Network with your Farm of the Future Report.

It’s not easy for a farmer to just switch what they grow year in and year out, but those who can predict the up-and-coming commodities and adjust their operations accordingly undoubtedly have a leg up. Legendary investor Jim Rogers says a simple supply and demand formula can be the first step to provide insight.

Rogers... "Well, the supply and demand is the basic factor. Now you have to be alert to who has new supply coming on or who has decreasing demand."

Rogers says the same goes for international investors like himself. Supply and demand are the baseline for choosing where he puts his money in the agricultural sector. Uzbekistan, for example, is one of those countries with the potential for increased supply.

Rogers... "I mentioned Uzbekistan before, because I don't know if too many people find Uzbekistan on a map, much less have any idea that Uzbekistan might be bringing new supply to the world. Uh, so you have to be aware of a lot of stuff. Now, damn, it's not easy getting rich. It's not easy making money. I wish it were, but you always have to be looking around to see where new supply might be coming or where some supply may be disappearing. I mean, this is part of how it works. I wish it were easy. I wish it would be looked at on page 37 and find the answer. There is no page 37."

That’s Jim Rogers, investor, author, and financial commentator.