Issued: June 21, 2014
Since we published, the global geopolitical situation has deteriorated in frightening fashion. We believe the complacency in the stock markets—as evidenced by a new alltime low reading for the VIX Index—is not only unwarranted: it is bizarre.
We are therefore recommending revisions to the current asset mix shown in the May 2014 issue of the Coxe Strategy Journal.
- Revision to our Asset Allocations
- Investment Recommendations
- Background: Geopolitical Developments