I finished reading "A Bull in China" by Jim Rogers as I traveled a bit the past couple weeks (also my excuse for more slow posting).  I enjoy Rogers’ perspective and as stated previously have read his books and appreciate his commentary.

The book is a good read and covers a lot of ground in 200 pages including profiles of Chinese companies in various sectors.

I am still trying to find the actual excerpt that both struck me and sums up Rogers’ current investment thesis.  In the meantime, here is my recollection:

1. Buy commodities
2. Invest in Chinese stocks
3. Get out of the US dollar

Or something to that effect.  My national pride and general optimism about the US keeps me from abandoning the dollar, but there are ways to play all of these angles even for a hobbyist investor such as myself including DJP for commodities, FXI for Chinese stocks, and even a couple of new funds from Wisdomtree/Dreyfus that act as foreign currency money markets (CYB is the one for the Chinese Yuan).  These are new like just listed this week new and as on-line financial voice and portfolio manager "Random" Roger Nusbaum points out, give them some time before jumping in.

Disclosure:  I have owned DJP since reading Jim Rogers’ last book Hot Commodities.