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General Update Notes Ron Paul was saying all the right things in the recent debates bond market has defied prediction that it would go back to normal yields subsidies in mortgage space continue what comes next? Loss of faith due to loss of asset pricing model with yields so low we are getting a stock [...]

Don Coxe’s Latest Thoughts (Dec 9th, 2011) Coxe poses the question ‘what investment strategy to take after Europe’s developments?’ developments out of Europe discussed giving funds to the IMF, Coxe considers this a good start. notes fault line between Britain and the rest of Europe has been re-enforced market seems to like the uninimity of [...]

Don Coxe Update On Europe (Oct 28th, 2011) Focus on Europe Noted a quote from this past week from one of the leaders which stated “We can’t let the nation of Plato go down”. Gives some insight as to how the elites think when coming to this past week’s agreement Remember Merkel was raised in [...]

Don Coxe Update (Oct 14th, 2011) Notes his new page #16 story on corn and week, Cargill says financial engineers are messing up the grain markets will G20 intervene Cargill’s profits dropped 60% what happens to Cargill is of great interest given their track record. Cargill getting hammered by risk on/risk off trading Coxe asks, [...]

Don Coxe Update (Oct 7th, 2011) yields getting back to the low levels of the worse of 2008 yields could go lower than back in 2008 selloff in markets are an economic selloff but a financial selloff Dexia mess should be examined closely Dexia flew thru the stress test a few months back, Coxe was [...]

Don Coxe Update (Sept 9th, 2011) Swiss event will affect all sort of asset valuations, he did not see this coming. considered the Obama jobs speech very good (I beg to differ) he believes Obama’s jobs plan will more likely work out to $1 trillion instead of $450 billion. the Swiss franc move has removed [...]

Don Coxe Update (Sept. 2nd, 2011) Notes Shanghai and Bangkok exchanges and asked the question of whether we’ve had a blip in a continuing recession? notes if the capital asset pricing model is in question then the only asset increasing should be gold. he believes as we move into the fall there will be a [...]

Don Coxe Update (Aug 27th, 2011) update on banks, focus on Eurozone but impact on US banks he’s highly sceptical of Buffett’s investment in Bank of America given their problems aren’t simply balance sheet based. all 50 states have litigation against Bank of America, will be in the courts for years he doesn’t know how [...]

Don Coxe Update (Aug 18th, 2011) notes gold is saying it’s not a normal financial crisis, but an existential risk has coined the term ‘The Deficient Frontier’ (vs Efficient Frontier) to draw attention to this see’s a gradual unraveling of the efficient frontier risk due to no confidence in a model to value assets of [...]

Don Coxe Update (Aug 5th, 2011) Jackson Hole meeting will be toughest since 2008 significant portion of governments firepower has been used up Tea Party government elite blamed the Tea Party for the debt ceiling issues he notes Larry Summers first referred to the Tea Party as terrorists opening the reference to the main stream [...]