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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: Gib Bogle who wrote (90624)1/19/2008 5:14:07 PM
From: Metacomet  Read Replies (3) | Respond to of 110194
 
Coxe is becoming way too political in his comments.

His attempts to rationalize the dismal performance of the Bush/GOP regime is coloring the quality of his conclusions.

He even professes to believe the administrations fictional employment data.

Many of his conclusion are flowing from swallowing government bullshit....



To: Gib Bogle who wrote (90624)1/19/2008 6:55:37 PM
From: Tommaso  Read Replies (1) | Respond to of 110194
 
Everyone should listen to Coxe every time he talks.

An excellent vehicle for tracking the ag stocks he mentions is symbol MOO (yes). It's actually not down as much as I expected from what he said. Big holdings incude Monsanto, Deere, Bunge, Komatsu, Potash--I plan to move a lot of cash into MOO as soon as I have it available.



To: Gib Bogle who wrote (90624)1/21/2008 12:27:57 AM
From: Proud Deplorable  Respond to of 110194
 
If Coxe is so smart why is he not working for TD Bank? TD Bank is the only Canadian bank unscathed by the ABCP scandal. BMO is a joke. Coxe is too mainstream to see things objectively although interesting to listen to. He seems to have a cult following but I prefer Jim Willie instead.