Apparently Jim Rogers is short a bunch of stuff.
This adds to the growing list of people 'who really know what they are doing', and are negative.
His shorts are obvious plays and understandable, but what got the head line was him being short a 'major western bank' due to its currency exposure. The linked article apparently did the readers a favor and only listed major US banks, and not European banks. (sarcasm)
IMO, the threat is mostlikely with a major European bank, not the US banks.
Updated: found the list of Western Banks he is probably refering to... BNP is up there. (article)
This has not changed my opinion yet, but it does make you think. I will continue to actively trade around this negativity.