Donald Coxe, Chairman, Coxe Advisors LLC, and Strategy Advisor, BMO Capital Markets, is a well-known and influential global investment strategist, based in Chicago but closely allied with BMO, giving him a high profile in Canada in particular.
Coxe does a regular conference call to brief clients and others about his view of where markets are going. In his call of February 5th, in honour of the Olympics, he gave a strongly Canadian spin to the discussion, focusing on the many reasons why Canada did so well in the recession and why its economic future is relatively bright. To introduce the discussion he spent some time talking about Fearful Symmetry and how it helps people to get a good grasp of the unique circumstances that await Canada as the coming labour shortages and demographic change really start to bite.
His commentary is on-line and available until the next one is posted on February 19th.
Here is a short excerpt: