Jim Rogers on his Commodity Index RCI

Q : You claims to only invest in commodities, but is not this inconsistent with the strategy of diversification ?

Jim Rogers : "Most investors I know who have had success have made money by making targeted investments. If I had asked you in 1982 to invest all your money in the Hang Seng index you would think I am crazy, back then most foreigners had not heard of the stock market of Hong Kong, and the same goes for most people in Hong Kong. But if you did, by now you would be rich. I'm not trying to persuade you to invest all your money in commodities. However I say that the only bull market that I currently know of is that of the commodities. I know that bonds are not in a bull market phase, that actions do not put a sign of success, unless you identify the right actions in the right country, and maybe you can make money in real estate in Hong Kong But this won't continue for the next 15 years."
Interview with Credit Suisse ,