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Pastimes : All Clowns Must Be Destroyed

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To: pater tenebrarum who wrote (38931)6/10/2000 10:41:00 AM
From: Crimson Ghost  Read Replies (1) of 42523
 
Interesting conference call by investment manager and economist Don Coxe:

webevents.broadcast.com

Key points:

We are NOT now in a bear market.

But big bear could be on the horizon.

Key factors to watch are TED SPREAD, the Euro, and the relative performance of the financials.

Thinks the long bull market in the dollar is ending. And if that is so, the price of gold will soar.

Very unusual to see a mainstream investment guy talking about a major gold bull.

Bullish on energy stocks and defense stocks.
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