“I am selling short United States government bonds, the long bonds. Everybody seems to be optimistic. Even I felt unsure when Mr. Bernanke said he was going to buy them. I thought I was being foolish, but I am making a little bit of money right now. But as I look around the world, that is one of the few bubbles or potential bubbles that I see.
Well [regarding real estate], one should go the other way where there is a market, there may be a bubble in Chinese urban real estate. It is not really many ways for me to play that but the only bubble that I see in public markets is the long-term government bond market in the United States.”
Jim Rogers
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