By popular request, you can find my presentation to the Agora conference in the Think Tank.

Its titled Bulls, Bears & PiiGs.

I am not sure how well it works as a stand alone PDF — I use each chart/table/cartoon as a leaping off point to explain a specific point or idea. Regular readers of The Big Picture will recognize most of these items and understand the narrative constructed from it.

At the presentation yesterday, the crowd seemed to enjoy it a great deal, and I think I found the right tone for the room.

Category: Investing

Please use the comments to demonstrate your own ignorance, unfamiliarity with empirical data and lack of respect for scientific knowledge. Be sure to create straw men and argue against things I have neither said nor implied. If you could repeat previously discredited memes or steer the conversation into irrelevant, off topic discussions, it would be appreciated. Lastly, kindly forgo all civility in your discourse . . . you are, after all, anonymous.

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