I also like Donald Coxe's basic points and weekly phone calls. For the very reason you have put forth. He gives you a better picture (macro level) of what is going on in the investment world. I really believe in evaluating situations from the top down and from the broad to the narrow before making investment decisions. Listening to him provides a good perspective on the top and a broad global economy view as well.
The only warning I would mention is that it is not unusual to hear Donald say he was suprised at how something worked out or that he has changed his mind. It's refreshing to hear but also tells me that you should not take his predictions as gospel.
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