3 Big Picture Trends
-
Upload
jim-letourneau -
Category
Economy & Finance
-
view
796 -
download
3
Transcript of 3 Big Picture Trends
Three Big Picture Trendsthat
Investors Must Watch Jim Letourneau, P.Geol.Big Picture Guywww.jimletourneau.com
I used to be indecisive.
Now I'm not sure.
EMERGING MARKETSDEBT and DELEVERAGING
DEMOGRAPHICS
The BRIC Countries
B.R.I.C.
CHINDIA
Population by Country
GDP Total
GDP per Capita
B.R.I.C. ETF
Brazilnge
Russiae
Indiange
Shanghainge
Debt/Delevering
Emerging Markets - More Growth
Debt/Delevering
Emerging Markets Have Bullish Charts
Emerging Markets -Less Debt
Bullish on Emerging Markets
Debt and Deleveraging
Leverage
Image: FreeDigitalPhotos.net
Steve Keen's www.debtdeflation.com
USA Private Debt to GDP
Solution?
Image source: doityourselfdebtsettlement.org
Steve Keen's www.debtdeflation.com
US Debt by Sector
Steve Keen's www.debtdeflation.com
The bad news is...that the economy is now hostage to changes in the rate of deleveraging, from levels of debt that far exceed anything it has ever experienced beforehand. it is highly likely that deleveraging will accelerate in the future, as speculators tire—literally as well as metaphorically—of carrying large debt loads that finance stagnant or declining asset prices.
Steve Keen's www.debtdeflation.com
Deleveraging is America’s future. - Steve Keen
Demographics
Image: FreeDigitalPhotos.net
US Demographics 2005
BABY BOOM
Pension Reform?
CHINDIA 2010
www.nationmaster.com
Boomer?
You are a boomer if your birthday falls between 1946 and 1964.
Zoomer?
Boomers rebranded...
This Moses had to take two tablets
The cost of cardiovascular diseases and stroke in the United States in 2009 is estimated to be $475.3 billion (according to AHA and NHLBI).
Dementia to cost the world $600 billion in 2010- Alzheimer's Disease International
CAN vs US by Sectorge
Howard Simons - Minyanville.com
Debt/Delevering
Outperformance in Healthcare
and Biotechnology
Biovailnge
Debt/Delevering
WATCH -Emerging markets
- Companies
- Things they consume
Debt/Delevering
WATCH -Debt in the developed world will limit growth. - Surprises ahead
Debt/Delevering
WATCH - Aging population will create challenges - Medical advances will control health care costs