Coxe has studied the sector for more than 35 years as a strategist for BMO Financial Group.

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As my friend Don Coxe says, it is what is on page 16 that will be important in the future.

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The one sector-specific speaker I heard was Donald Coxe, a strategy advisor for BMO Financial Group, who discussed commodity stocks.

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Don Coxe, global portfolio strategist, points to the Shanghai Composite Index and Bombay Sensex which are currently at one-year lows, indicating that investors are not feeling confident even in these relatively strong markets where GDP is growing.

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