I like Jim Rogers. He was right on commodities in 1999 (pretty much called the bottom), he was right on the dollar and right on the finance industry, right on China.
Here he is on Bloomberg - summary is that he is:
a) short on investment banks b) short dollar (worried about Fed printing money, worried about inflation) c) long renminbi d) long agricultural e) less long on other commodities f) neutral on China equities at these prices "incipient bubble"