Don Coxe: “This Is the Worst Trading Situation I Have Ever Seen”

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Don Coxe: “This Is the Worst Trading Situation I Have Ever Seen”

will be at within five years. The Spaniards and Italians are doing a better job of dealing with their debt by far than the United States is.

TGR: Is international capital fleeing from North America?

DC: I don’t think international capital is so much fleeing from North America as it is trying to find some places where it can get a better return. There’s no question that in some cases, it’s buying assets in emerging countries. “The Scream” is not one of the world’s greatest pieces of art and yet it recently sold for an all-time record price at auction: buying art is just a place to bury cash.

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TGR: Maybe “The Scream” will appreciate! Thanks for your time.

DC: You are welcome.

Read Don Coxe’s ideas on energy investing here.

Don Coxe has 40 years of institutional investment experience in Canada and the U.S. As a strategist and investor, he has been engaged at the senior level in global capital markets through every recession and boom since the onset of stagflation in 1972. He has worked on the buy side and the sell side in many capacities and has managed both bond and equity portfolios and served as CEO, CIO and research director. From his office in Chicago, Coxe heads up the Global Commodity Strategy investment management team, a collaboration of Coxe Advisors and BMO Global Asset Management. He is advisor to the Coxe Commodity Strategy Fund and the Coxe Global Agribusiness Income Fund in Canada, and to the Virtus Global Commodities Stock Fund in the U.S. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and was ranked number one in the 2007, 2008 and 2009 surveys.

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