Don Coxe's Basic Points: December 2009 ~ market folly

Monday, December 21, 2009

Don Coxe's Basic Points: December 2009

Thanks to zero hedge for posting up Don Coxe's Basic Points for December 2009. He is a strategist for BMO Capital Markets and has been a big proponent of the agriculture and commodities trade, much like fellow ag-bull Jim Rogers.

We've covered a solid question and answer session with Coxe but haven't posted much else of him so it's about time we played some catch-up. Here is Coxe's Basic Points for this month (Email readers come to MarketFolly to read them):

For related reading, we highly recommend hedge fund Passport Capital's case for agriculture as well as Jim Rogers' thoughts on commodities and agriculture.

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