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Thursday, November 4, 2010

Fed’s Bernanke ‘Doesn’t Understand’ Economics, Jim Rogers Says

http://www.businessweek.com/news/2010-11-04/fed-s-bernanke-doesn-t-understand-economics-jim-rogers-says.html

Fed’s Bernanke ‘Doesn’t Understand’ Economics, Jim Rogers Says

November 04, 2010, 7:21 PM EDT
By Simon Clark and Stephen Morris
Nov. 5 (Bloomberg) -- Federal Reserve Chairman Ben S. Bernanke’s decision to pump a further $600 billion into the economy shows his grasp of economics is weak, said investor Jim Rogers, chairman of Rogers Holdings.
“Dr. Bernanke unfortunately does not understand economics, he does not understand currencies, he does not understand finance,” Rogers, 68, said in a lecture at Oxford University’s Balliol College yesterday. “All he understands is printing money.”
“His whole intellectual career has been based on the study of printing money,” he said. “Give the guy a printing press, he’s going to run it as fast as he can.”
The Fed said Nov. 3 it will buy an additional $600 billion of Treasuries through June, in a bid to reduce unemployment and avert deflation. While Bernanke’s near-zero rates and $1.7 trillion in asset purchases helped end the recession, the Fed said progress has been “disappointingly slow” in bringing down joblessness that is close to a 26-year high.
“Debasing your currency has never worked,” Rogers said.
David W. Skidmore, a spokesman for the central bank in Washington, didn’t respond to a message seeking comment.
Rogers, who predicted the start of the global commodities rally in 1999, said investors should put money into “real” assets such as metals and agricultural products. He told students to scrap career plans for Wall Street or the City, London’s financial district, and to study agriculture and mining instead.
Rogers, who described the U.S. as the most indebted country in history, declined to comment on the performance of his own investments in commodities.
“I’m here to sell books,” said Rogers, who lives in Singapore. “My little girls need royalties,” he added, referring to his two daughters, who are both younger than eight and were in the audience.
Rogers traveled the world by motorcycle and car in the 1990s researching investment ideas for his books, which include “Adventure Capitalist” (Random House/Wiley) and “Investment Biker.”
--Editors: David Scheer, Dan Reichl.
NI ECO NI EM NI BNK NI CORPFIN NI UK NI EUROPE NI COS NI FRX NI ECO NI CEN NI CMD NI INS NI PSN NI GOV
#<297127.2497808.2.1.69.30975.25># -0- Nov/04/2010 23:05 GMT
To contact the reporters on this story: Simon Clark in London at sclark4@bloomberg.net; Stephen Morris in London at smorris39@bloomberg.net.
To contact the editor responsible for this story: Edward Evans at eevans3@bloomberg.net.

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