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

JimLetourneau.com

Jim Letourneau, P.Geol.Big Picture Guy