Recommended Reading - The World According To Don Coxe
posted Dec 28, 2005 at 06:17PM
This is a comprehensive (33 page report) view of the global financial situation. The authour is Don Coxe, who works for the Bank of Montreal, and should be well known to any investors which are interested in commodities, precious metals and energies. The latter are the focal points of the report
This report is certainly better than any "what to expect for 2006?" I could come up with. I don't agree 100% with everything he says, particularly in regards to agricultural food supply. I am all for technological innovation: but a nation's food supply is too important to give the corporate mentality a blank check on genetic modification.
Food supply is one of those central pillars that make up the foundation of a society. Thus it should be handled from a conservative viewpoint - approached with prudence, caution, and advancing only on the basis of real independant, non-ideological facts -- not wishful thinking. Again these are conservative viewpoints, not that of a corporation, which is neo-conservative.
I completely agree with his view on Canadian oil sands, and think a good junior or two in that area will make all the difference in the world.
Anyways here is the report below
BASIC POINTS - THE TWIN MISPRICINGS