Jim Rogers Checking In

The alway interesting Jim Rogers has been making the rounds recently, here at WSJ and here w/ a raspy Maria. JR has little doubt that the US is headed for crisis much larger than the 2008 edition. His time window for arrival seems to be between 'this fall' and 'the next 5 years.'

He's offsetting his longs in commodities, Chinese stocks, and select currencies (including the USD for a trade) with shorts in emergining markets and US tech.

When speaking w/ Maria, JR also revealed that he's short 'one major American financial company.' When pressed for more details, he admitted that 'it's the bank that hasn't gone down as much as the others.'

Any guesses on which bank he's short? I have mine...

position in commodities, SPX