I’m moving to China … possibly to live in a bunker. At least that was my inclination after listening to a presentation by Jim Rogers yesterday.

Now don’t get me wrong―Mr. Commodities wasn’t all doom and gloom. In fact, his talk was both informative and highly entertaining. But Rogers doesn’t sugarcoat things―he’s very matter-of-fact about his concerns and projections for the future. And most of them don’t bode well for the U.S.

I’ll be posting an interview with Jim Rogers on the site in the coming week, but for now, I just wanted to offer some highlights from his speech at ETF Securities' mini-conference and the Q&A that followed.

1. The 21st century belongs to China

According to Rogers, the 19th century was the era of the British Empire and the 20th century was the

In times of great market stress, the investor doing homework needs to know where to look for information. Friday’s trading highlights the problem. The Bear Stearns conference call on fixed income issues is at the center of this question.