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.
Monday, December 21, 2009
Don Coxe's Basic Points: December 2009
blog comments powered by Disqus
