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The Liquidity Trap - What You Need To Know To Thrive In A Post-QE World

Dec. 23, 2014 1:55 PM ET
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The popular BNN show Bermans Call, put on events across Canada earlier this month, here is the presentation they gave audiences.

WATCH A VIDEO OF THE PRESENTATION HERE

The takeaway from the USA was its Debt Relative To its Income.
The have entitlement programs that account $2.34 trillion.
The annual interest USA $17 trillion federal debt = $260 billion.
Together this represents 92% of federal revenues, thus, USA is borrowing virtually all of money needed to run and protect country.

This can't going to continue much longer, Time to educate yourself.

Become a Berman's Call SCHOLAR
• How different assets respond in certain market environments;
•To evaluate risk adjusted returns;
•How to diversify your portfolio and adjust sensitivity to market;
•To keep the yield in your portfolio above 4%;
•Hedging to profit from foreign currency exposure;
•How to find relative value;
•To minimize your emotions;
•To learn from your worst trades;
•To sleep at night no matter what markets do;
•To become a more confident investor

We are going into a 0% growth era.

…and Earnings drive the markets
•Margins for US corporations have never been better in history;
•Companies have refinanced at generational low interest rates;
•Have laid off most excess capacity from workforce;
•Obamacare often cited by CEOs as they shift to part-time workers;
•Low interest rates have forced investors into equities for dividends;
•Huge corporate cash positions used to buy back shares driving EPS;
•Dividends are rising, but not at a high rate. World Index about 2.1%;
•Expectations for earnings growth is 11% for 2015 and 2016.

Fed Mandate: Stimulate Growth and Employment

You need Dividends...

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