Hi Baires: I like Don Coxe a lot and have a lot of respect for his macro analysis, and his predictions and recommendations always hit the right buttons and are well grounded in good old American common sense with that bite of ironic humour - sort of like Hansix on valium.

And sometime, despite the rather poor performance of his fund COX.UN over the past 5 years, his prediction that the burgeoning middle classes in India and China will supercharge the prices of ag, commodities and gold will pan out. Good to know someone sees a light through the current air of panic in markets and threatened deflation and collapse. May it be so!

Ike