JIm Rogers: Treasury Bonds Are the Next Bubble

Boy, does he have that right. Jim Rogers told CNBC Monday:

What (investors) should do is worry about all the debt developing in the US. They should short bonds because that's the next bubble that's building in the US...

I own basically commodities where the fundamentals are getting better… I own particularly the yen and the Swiss franc. I don't own many stocks, only in China.

For one of the few times in my life, I don't have any shorts,...

I'm not sure why he isn't short some stocks. When the Treasury bond market falls apart, stocks will head south with them (at least in the first phase).