Don Coxe: I’m More Bullish Than I’ve Been in Years
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Jim is pleased to welcome Don Coxe, Chairman of Coxe Advisors LLP and an economic historian of broad perspective. Don is the most bullish he has been since 2007, and sees growth picking up around the globe. He doesn’t see a recession in the US, and believes the only reason to be bearish on the US is due to political dis-function in Washington. Don believes the bond market has been driven to excess and the public is making a big mistake by going into bonds. He sees a strong rotation out of bonds and into stocks ahead. Don sees the global economy improving and thinks commodity stocks are the best way to play the global recovery.