Don Coxe – Investment Recommendations (October 2010)

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The October edition of Donald Coxe’s Basic Points research report (subtitled “Two Days After Hallowe’ en”) arrived in my inbox a few days late, but nevertheless still makes for good reading. His investment recommendations, as summarized in the document, are listed in this post and a link to the full report is included. [...]

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Bernanke doesn’t understand risks of QE2, says Taleb

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Nassim Taleb, author of “The Black Swan: The Impact of the Highly Improbable”, discusses the Federal Reserve’s decision to initiate another round of quantitative easing. He also talks about his new book “The Bed of Procrustes: Philosophical and Practical Aphorisms”. [...]

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Bove: Market doomed because of QE2

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A growing chorus of critics are sounding the alarm about QE2, arguing that it has the potential to be the downfall of the U.S. That’s effectively what widely-followed strategist Dick Bove of Rochdale told CNBC. [...]

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Four rather sick patients

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“Of the four contestants in the ugly contest – EUR, GBP, JPY and USD – who will prevail and who will sink?” asks Niels Jensen in this thoughtful guest contribution. [...]

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Face to face with Erskine Bowles and Alan Simpson on U.S. deficit

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In this interview, Charlie Rose sits down with Erskine Bowles and Alan Simpson Co-chairs of President Obama’s Bipartisan Deficit Commission. [...]

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Laugh out Loud: So much for fiscal sanity …

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A picture speaks a thousand words … [...]

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