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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: 2MAR$ who wrote (85450)1/1/2012 3:34:02 PM
From: 2MAR$  Read Replies (1) | Respond to of 217868
 
JohnMauldin<>Collateral Damage<

Millennium Wave Advisors
By John Mauldin
December 31, 2011

What Next? Where Next?
A World with Too Much Debt
Debt Restructuring and Write-Offs
The Euro Zone: Pouring Fuel on the Flames
What If… ?
The Year(s) Ahead
Auld Lang Syne

"Whoever cannot seek the unforeseen sees nothing for the known way is an impasse."
? Heraclitus, Fragments

Which path will we take? If we could only grow our way out of our sovereign debt problems. But growing debt creates even more problems if not dealt with, making it even more difficult to deal with; yet getting the debt and deficit under control brings its own form of pain. As I keep pointing out, there are no easy choices left. Some countries must choose between difficult and very bad, and others are faced with either disaster or calamity. Greece simply gets to choose what it wants to be the cause of a depression. Long and slow or fast and deep? Choose wisely.

It's that time of year when we start thinking about what the next may hold for us. I am reading and thinking a great deal about my annual forecast issue next week, taking some time off from my usual Friday missive; so this week we look at what I think is one of the best pieces of analysis I have read in the past few months. It is from a private letter for the Boston Consulting Group, and Dan Stelter graciously allowed me to let my friends read it.

Follow this thinking carefully and then think through their outline of what a country would have to do to leave the euro, which starts at the subhead entitled "What if… ?". Then ask yourself what do you need to do. The short answer from me is that you need to consider more what you already own rather than what you should buy


At the end of the letter is a link to an in-depth review of what scenarios businesses should be considering, but it will also work for individual investors. Now, let me turn it over to Dan and David.

CONTINUE for FULL

http://advisorperspectives.com/commentaries/millenium_123111.php



To: 2MAR$ who wrote (85450)1/1/2012 6:36:09 PM
From: TobagoJack4 Recommendations  Read Replies (1) | Respond to of 217868
 
recommended as indication for proper path going forward - and if such path is taken, we must opt-out beforehand, and wade-in afterwards, to do "god's work" ;0)

youtube.com

"Olafur Grimsson: Iceland Bounces Back (PopTech)"
The President of Iceland describes how his country encountered social and democratic upheaval after the economic crisis of 2008. By combining wide-scale systemic inquiry into governance and judicial systems and investing in clean energy and technology, Iceland has been able to bounce back with remarkable economic vitality.


china mentioned in interesting sense, almost like a sponsored plug ;0)