The age of de-leveraging

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Jason Leach, Director of Research of Craven Brothers Wealth Advisors, produced an excellent flash presentation on The Age of De-Leveraging (which I received via Doug Short).

The topics covered are:

  • “The Age of Leverage” (1982 – 2008)
  • “The Great Recession” (2008 – 2009)
  • “The Botox Economy” (2009 – 2010)
  • “The Age of De -Leveraging” (2010 – ?)
  • The Federal Reserve: “The 4th Branch of Government”
  • Europe: “EU Debt Whack-a-Mole”
  • Japan: “A Bug in Search of a Windshield”
  • China: “Shaker or Shaper?”
  • Debt: “The Problem that Won’t Go Away”
  • The End Game: “Global Debt Reset”
  • Given All This, How Do We Approach the Next Few Years?

Click here or on the image below to view the slideshow.

Source: Craven Brothers Wealth Advisors (hat tip: Doug Short).

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3 comments to The age of de-leveraging

  • Robert

    Disappointingly lightweight skim across the issues in a poncy layout with no reference to Gary Shillings book of the same name published this year which unsurprisingly also gives them most of their chapter headings. Read the book and learn something.

  • Although I respect Gary Shilling greatly, I had no idea he was coming out with a book of the same name and I have not had a chance to look at it. I very much look forward to reading it and I suspect he has have some great insights within.

    The reason the presentation is a “lightweight skim” is because our wealth management clientelle do not like reading long pieces and I thought I would synthesize some complicated topics for them in 10-13 slides. I did the work in Nov-Dec, and again had no idea that Shilling was coming out with a book.

    The piece is meant to be fun way of looking at some serious issues. And, for the knowledgeable I thought my “Botox Economy” and alternative to Gross’ slow boiling frog were creative and catchy.

    If you would like a “deep dive” piece, look at my May 2010 Market Outlook of over 20 pages on our website ( that addresses every major risk imaginable in immense detail.

    Kind regards,

    Jason B. Leach, CFA

  • Robert

    Please accept my apologies Jason,
    I will be more careful in my future posts not to assume like I did. I was too tired when I wrote it and did immediately regret it at the time. I was also very caught up in Shillings book at the time so the combination with tiredness elicited that snappy unfortunate side of me.
    Sorry again.
    Best wishes, Robert

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