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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Threshold who wrote (96328)8/16/2008 11:27:57 AM
From: glenn_a  Read Replies (1) of 110194
 
((Coxe did a great job on that call imo.))

Yeah, Coxe really is a very insightful analyst/strategist. I found about a year ago, I felt he was too quick to gloss over problems in the credit system (in contrast to, say, Doug Noland at Prudent Bear). Also, sometimes I find his quasi-neocon outlook can clash with my own views.

Not surprisingly, recent events have forced Coxe to focus more accutately on the global credit system. But where Coxe really shines IMO is on the big macro-trend picture, and the supply-demand fundamentals of various markets. And, well, he's also very entertaining.

((little wonder he has thousands of subscribers))

For sure. And I try to listen to his Institutional Client conference call every week.

g
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