i got it through outlook so idk is there somewhere i can upload it
EDIT: if you interested i can email it to who ever wants it
its called basic points by don cox
heres the overveiw
Spoiler!
OVERVIEW
Too many equity investors are getting sick of the stock market. Glowing
corporate earnings don't seem to matter anymore, and the market is subject
to absurdly wide price swings. Many American equity investors who are
pulling money out of their mutual funds are telling advisors they think the
stock market must be rigged.
The seemingly endless pattern of risk-on risk-off days in European and North
American stocks which scares investors originates from the Wagnerian-scale
drama of the existential crisis of the euro, and the problems of European
and, to a somewhat lesser extent, American banks.
These dramas play out against the backdrop of growing fears of a new global
recession, which could, some analysts fear, be at least as challenging as its
predecessor, because governments have exhausted their bailout funds.
We are not convinced that a North American recession is inevitable and, in
any case, we doubt that its severity would approach 2008 levels. Zero interest
rates and record defi cits should be good cushions.
This month we explain why investors should indeed be worried about those
badly-managed Wall Street and European banks in the light of the collapse
of their asset pricing models.
But we suggest that those endless crises in the eurozone could very likely
trigger a policy response that would dramatically improve the outlook for
European banks—and stocks generally.
We also consider the implications of the politicization of the Keystone
application in a broader context of debates on US energy policies. The Canadian
government and much of the Canadian oil industry were surprisingly naive
about Keystone's chances, actually believing that environmental issues were
the only barriers to an Obama OK.
We are leaving our Asset Mix recommendations unchanged.