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Three Big Picture Trends that Investors Must Watch Jim Letourneau, P.Geol. Big Picture Guy www.jimletourneau.com

3 Big Picture Trends

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Page 1: 3 Big Picture Trends

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

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JimLetourneau.com

Jim Letourneau, P.Geol.Big Picture Guy