When the facts change, I change my mind. What do you do? -- John Maynard Keynes

Thursday, September 12, 2013

The Struggle for Growth, Not Just China

Jeremy Grantham has been telling us this -- and he's not alone --

Mish's Global Economic Trend Analysis: Stabilization or Stagnation? Expect Downward Surprise: "Not Just China - The struggle for growth same applies to nearly every country on the planet for a multitude of reasons: 
  •  Excess debt 
  • Poor demographics 
  • Tapering 
  • Unwinding of leverage 
  • Unwinding of carry trades 
  • Higher interest rates 
  • Reversion to the mean on corporate profits" (read more at link above)

The Big Picture

Financial Crisis - The Telegraph

JohnTheCrowd.com | The Sailing Website

Craig Newmark - craigconnects