Dr. Doom says: "The Mother Of All Asset Bubbles Will Burst"

"I think that this frothiness that we have seen in financial markets is likely to continue, from equities to credit to housing, and in a couple of years, most likely, this asset inflation is going to become asset frothiness and eventually an asset and a credit bubble and eventually any bubble ends up in a bust and a crash. I would say that valuations in many markets, whether it’s government bonds or credit, or real estate, or some equity markets, are already stretched. And they’re going to become more stretched as the real economy justifies the slow exit, and all this liquidity is going to go into more asset inflation. So two years down the line, we could have this shakeout … 2016 I would say." Roubini

Central Bank Balance Sheet Total ($ Trillion)

Activist War/Proxy Fights

Dividends form major part of returns

I Still Love LYB US Equity

S&P 500 Vs. VIX Index

White Line = S&P 500; Orange Line = VIX Index

Biggest Holders of Gold Reserves

Global Corporate Defaults

US Corporate Spinoff History

British Vs. American Markets

Alibaba: The Chinese E-Commerce Giant

Change in S&P 500 - 2014 Vs. 1997

Global IPO Issuance – Volume and Proceeds

Global Equities at Record $66 Trillion

Burger King-Tim Hortons Combo

Lands of Opportunity

S&P 500 Intra-Year Declines vs. Calendar Year Returns – 1928 to 2014

Number Of 5% Drawdowns Experienced Per Year - data for S&P 500

Number of Millionaires in the World

Activist Campaigns in Europe since 2010

Earnings Seasons since S&P 500 exceeded 2007 high

S&P 500 Index Performance

M&A statistics for the first half of the year

Debt Repayment Distribution for some EU Countries

The World Largest Co.'s

U.K. Consumer Confidence Hits Nine-Year High

Asia's Giants

S&P 500 Total Return: Dividends vs. Capital Appreciation

Since 1926, 41% of the U.S. stock market’s total return has come from dividends, with the
rest from price appreciation. But while price returns varied widely from decade to decade, dividends were always positive. They helped boost gains in up periods and reduce losses during downturns.

Mergers & Acquisitions

Investment Habits of UHNWI