Great article from Shilling

It includes macro themes and suggested asset classes that will over and underperform.

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

Is that the author of the age of deleveraging?


He’s full of himself. His whole book is him blowing his own horn.

ha ha, I can see that