3 Big Picture Trends
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Transcript of 3 Big Picture Trends
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Three Big Picture Trendsthat
Investors Must Watch Jim Letourneau, P.Geol.Big Picture Guywww.jimletourneau.com
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I used to be indecisive.
Now I'm not sure.
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EMERGING MARKETSDEBT and DELEVERAGING
DEMOGRAPHICS
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The BRIC Countries
B.R.I.C.
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CHINDIA
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Population by Country
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GDP Total
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GDP per Capita
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B.R.I.C. ETF
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Brazilnge
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Russiae
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Indiange
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Shanghainge
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Debt/Delevering
Emerging Markets - More Growth
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Debt/Delevering
Emerging Markets Have Bullish Charts
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Emerging Markets -Less Debt
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Bullish on Emerging Markets
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Debt and Deleveraging
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Leverage
Image: FreeDigitalPhotos.net
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Steve Keen's www.debtdeflation.com
USA Private Debt to GDP
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Solution?
Image source: doityourselfdebtsettlement.org
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Steve Keen's www.debtdeflation.com
US Debt by Sector
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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.
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Steve Keen's www.debtdeflation.com
Deleveraging is America’s future. - Steve Keen
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Demographics
Image: FreeDigitalPhotos.net
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US Demographics 2005
BABY BOOM
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Pension Reform?
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CHINDIA 2010
www.nationmaster.com
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Boomer?
You are a boomer if your birthday falls between 1946 and 1964.
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Zoomer?
Boomers rebranded...
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This Moses had to take two tablets
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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
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CAN vs US by Sectorge
Howard Simons - Minyanville.com
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Debt/Delevering
Outperformance in Healthcare
and Biotechnology
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Biovailnge
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Debt/Delevering
WATCH -Emerging markets
- Companies
- Things they consume
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Debt/Delevering
WATCH -Debt in the developed world will limit growth. - Surprises ahead
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Debt/Delevering
WATCH - Aging population will create challenges - Medical advances will control health care costs