Demographics

Sell US, Buy Japan?

"...Yeah, yeah, I know. Japan’s demographics are terrible. Their debt to GDP is mind numbingly large. It certainly appears as if their ability to grow is hampered by many handicaps... But since when have fundamentals mattered?"

Visualizing The Diversity Of The Tech Industry

With the recent leak of the “Google Manifesto” and the maelstrom of media backlash that followed, it seems that concerns around diversity in the technology industry have finally reached a boiling point. The following infographic breaks down the demographics of 23 major tech companies, based on statistics from 2016...

Drugs & Demographics - National Tragedy, But Where From?

"There are always grave social and political consequences to prolonged stagnation or depression. It goes way beyond mere statistics of output and labor utilization. The US came out of the Great Depression in many ways nothing like how it went into it...The answer to such despair that might engender so much drug-abused escapism is the satisfying hope that only economic opportunity can afford."

The Insecurity Of Social Security

"Of these 41.9 million retirees, more than 60% count on their Social Security to be a primary source of income... This is a huge problem that will not only impact boomers in retirement, but also the economy and the financial markets. It also demonstrates just how important Social Security is for current and future generations of seniors."

Why One Trader Thinks Emerging Markets Are About To Get Slammed

"EM market financial supports are being taken out left, right and center. Global equity markets, credit markets and even commodities are now getting hit. If that wasn’t doing enough damage to reduce risk appetite, the heightened prospect of a nuclear exchange will be in all the weekend papers."

"It's The Economy, Stupid... Not Drugs & Demographics"

"Unless oil prices really break higher, then the bond market gives far more weight to what the FOMC members would all rather never consider – the problem really is money and economy rather than drugs and demographics."

Is Trump Winning?

"Mainstream analysis has been wrong for so long, why start believing it now?..."

Bernie Sanders Releases The "Teen Guide To Political Revolution"

"This is a generation that is prepared to think big and move this country in a very different direction [socialism?] than we have been traveling for years. It is especially prepared to reject the value system espoused by Donald Trump [capitalism?]..."

"Visions Of Cataclysms": Why Eric Peters Is Starting A Long-Vol Fund

"Rising volatility begets rising volatility. And given the unprecedented volatility-selling in this cycle, I can imagine a historic reversal. And at that point, investor imaginations will run rampant with visions of cataclysms. It is always thus, it is who we are. Confidence in a tomorrow that is indistinguishable from today will vanish, replaced by some new hysteria."

Is Another Lost Decade Ahead?

"This time is 'not different'. The only difference will be what triggers the next valuation reversion when it occurs. If the last two bear markets haven’t taught you this by now, I am not sure what will. Maybe three times really is a 'charm'..."