This is the this is the powerpoint that was part of the presentation in Canada.
I discussed about half of the slides; the breakout session today will get more granular and detailed about the rest . . .
Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data, ability to repeat discredited memes, and lack of respect for scientific knowledge. Also, be sure to create straw men and argue against things I have neither said nor even implied. Any irrelevancies you can mention will also be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.
"Overall household indebtedness is up from $7 trillion to almost $10 trillion since 2000. On this sum, we estimate, the American consumer has an annual interest bill of more than $500 billion; a sum, by the way, that vastly exceeds his current income growth." —Kurt Richebacher
Knowing that the vote over the weekend in Greece was really a referendum on Euro membership, a majority of the Greek Parliament said yes to staying. European Finance Ministers meet again on Wednesday to solidify the 2nd bailout package for Greece at the same time hopefully a deal is consummated between Greece and its creditors this week. The Greek 14.5b euro bond that matures on March 20th is up by 2 pts. The optimism that all will be completed and contained AGAIN to Greece has yields lower in Portugal, Spain and Italy. The iTraxx Financial Index is also narrower by...
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July 21st, 2010 at 11:45 am
That was an awesome presentation. I just left Vancouver earlier in the week.
July 21st, 2010 at 12:35 pm
Thank you so much for your wonderful website and always backing up your opinions with as U2 would say “3 chords and the Truth”
I used to be a currency trader and now I am an eighth grade Economics/History teacher and have my own RIA firm
I use The Big Picture for both the students( some of the content I must edit so i dont get fired) and the teachers when I teach afterschool enrichment.
You are really doing a great service and I just wanted to show my appreciation Your approach has really changed the way I look at everything and has been enormously beneficial in all of my financial endeavors.
Keep up the GREAT WORK
Again Thanks
July 21st, 2010 at 12:47 pm
Hey, the comments which were here have vanished?!
July 21st, 2010 at 6:23 pm
Barry, the presentation is brilliant.
Now, can we skip the pain of the next 6 to 7 years and to directly to the next secular bull market?
Best, Bill Bengen
July 21st, 2010 at 10:35 pm
That’s a lot of slides Barry? How long was the presentation? At least one hour I assume?
July 21st, 2010 at 10:38 pm
BTW, I forgot to note it’s an excellent presentation. Thanks for sharing.
July 22nd, 2010 at 11:52 am
great presentation, will you be posing a video of it?
July 22nd, 2010 at 1:17 pm
Thanks and accolades for these…had to cancel Vancouver but between yours and AGORA e-mailing all the presentations, including your helpful “Short Treasuries, but not yet” of today, am getting LOTS of great info!
July 22nd, 2010 at 2:57 pm
BR, the 100 Years of Secular Markets slide is great. What P/E is used?