It includes macro themes and suggested asset classes that will over and underperform.
www.businessinsider.com/gary-shilling-6-realities-in-deleveraging-2013-5
Six Fundamental Realities
- Private Sector Deleveraging And Government Policy Responses
- Rising Protectionism
- Grand Disconnect Between Markets And Economy
- Zeal For Yield
- End Of Export Driven Economies
- Equities Are Vulnerable