Part I: Financial Instability.
Chapter 1: The Age of Inflation.
Chapter 2: The Debt Supercycle, Illiquidity, and the Crash of 2008 - 2009.
Chapter 3: The Long Wave in the Economy.
Chapter 4: Government Defi cits and the Great Reflation.
Chapter 5: Money and the Great Reflation.
Chapter 6: Financial Manias and Bubbles.
Part II: The Markets: Preparing for the New Investment Environment.
Chapter 7: Asset Allocation: Investing in a Turbulent World.
Chapter 8: The Stock Market.
Chapter 9: Interest Rates and the Bond Market.
Chapter 10: The U.S. Dollar.
Chapter 11: Gold.
Chapter 12: Commodities.
Chapter 13: Real Estate.
Part III: The Future: Is a Return to Lasting Stability Possible?
Chapter 14: Declining America: Will It Recover?
Chapter 15: Politics and Policies in the Long Wave Trough.
Summary and Conclusions.
About the Author.