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  • 2013 Investment Themes

    Deleveraging of the financial and household sectors has created a terrific macroeconomic undertow since 2008, eroding growth. Gary argues (against many of the talking heads in the mainstream TV world) that the deleveraging process for both these sectors has several years to run before it returns them to the long-term trend. He notes that QE is having only temporary and limited impact, as each round of easing by the Fed has propped up stocks only until a crisis in Europe or the US undermines incipient recovery all over again.

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