Three Scenarios: Recovery, Mediocrity, and Instability

June 27, 2009

Scenario Characteristics Sources
Recovery prosperity
consumer spending
rising real estate prices
rising energy costs
rising water costs
rising food costs
Larry Kudlow – CNBC
Mediocrity stagflation
low growth
deflation
high debt levels
pension shortfalls
medical
budget deficits
trade deficits
high unemployment
inflation
wealth destruction
credit squeeze
Jim Jubak – MSN Money
John Mauldin – Thoughts from the Frontline
John Michael Greer – The Long Descent
Tobin Smith – ChangeWave Investing
Instability increased crime
civil unrest
global guerillas (pirates – terrorists)
hyperinflation
currency devaluation
food shortages
water shortages
public services cancelled
gasoline shortages
electricity outages
Social Security bankruptcy
bank closings
fiat currency
joblessness
Chris Martenson – ChrisMartenson.com
James Kunstler – The Long Emergency
Michael Panzner – Financial Armageddon
John Robb – Brave New War
Peter Schiff – Crash Proof
Gerald Celente – The Trends Research Institute
Nassim Taleb – The Black Swan
Bill Bonner – Empire of Debt
Nouriel Roubini – RGE Monitor
Jim Rawles – SurvivalBlog.com
Martin Weiss – The Ultimate Depression Survival Guide
Richard Heinberg – Peak Everything
Ron Paul – Congressman
Dmitry Orlov – Reinventing Collapse
Sharon Astyk – Depletion and Abundance
Thomas Friedman – Hot, Flat, and Crowded

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