“The Age of Deleveraging”: Our Observations and Outlook details the problem of debt and deleveraging the Western world faces after decades of excess. We speak to the ”Botox Economy”, “The Fourth Branch of Government”, “EU Debt Whack-A-Mole”, “Slow Boiling Frogs” and the “Sword of Frog-O-Cles” in the context of the Age of Deleveraging and the ultimate “Debt Reset” that will occur – slow or fast. We also speak to our investing approach given the “Accordion-Shaped “ markets that we expect to see in this environment. We hope you enjoy and please email or call with any questions.
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