The Global Economy: Drunk on Debt

by JL Yastine
The Sovereign Investor

One of the games my son enjoyed when he was a little younger was completing connect-the-dots drawings.

It was always a pleasure to watch as he filled in those seemingly random series of ink spots splattered across a sheet of paper. Connecting them point by point, the eye at first struggles to find a pattern.

And then, as more and more points were connected, at last a delightful little smile crossed his face. It was the “aha” moment from a child’s perspective, as the hidden image slowly revealed itself.

It’s not a bad way to think of investing either, come to think of it.

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