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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers -- Ignore unavailable to you. Want to Upgrade?


To: loantech who wrote (38526)4/19/2007 12:50:03 AM
From: heinz44  Read Replies (2) | Respond to of 78410
 
DON COXE
As far as investment recommendations he writes:
1. Maintain market weight in Energy stocks.
2. Overweight exposure to gold, using mining stocks and/
or the ETF.
3. Reaming overweight the producing base metal stocks
with long-life secure reserves. They remain the preeminent
asset class for the next five years.
Coxe always seems to be ahead of the curve and thinking
of things that sometimes seem a bit bizarre , but eventually
becomes the common and in this issue he comes up with
something really different to worry about……….bees…….or
the lack of them.
He gives the example of “the painful food-price inflation
of the 1970’s, was kicked off by the collapse of the anchovy