The baby boomers are now transitioning into max savers and ultimately max social burdens in the years of 2020-2030. During this time period, the working age and max spenders in society will have difficulties in supporting the aging population.
Sometime this week the 2,000th exchange traded fund will list on a domestic exchange. It is no exaggeration to say that there are more ETFs than investable stocks listed on US exchanges. Here is how active managers can profit from the relentless takeover of ETFs of the stock market.
For those of you out there clinging to your commercial REIT stocks for their 'defensive' dividend yields while praying that the whole 'retail implosion' thing will simply go away, you may want to avert your eyes now.
If Tony Robbins and Pitbull come to your town to present you with 'an offer you can't refuse' to buy residential real estate after it's already surged over 200% in the past decade and 30-40% in the last year, that should be all the evidence you need to do the exact opposite. If, however, you're the type of person that doesn't easily pick up on the 'subtle' market cues then here's a couple more reasons to avoid Toronto real estate at all costs.
For the next 8 years one should sit down, strap in, and hold-on. The generational rollercoaster will involve chills and thrills, but it’s completely normal. All we say is just be on the right side of history.
"Reality ultimately resides in popular will, not in the narrative wealth-funded institutions foster. Diverse societies with a plurality of political ideals, social mores and economic goals are great. We should all watch out when they coalesce around a general sense of helplessness."
"..the hurricane is not more or less likely to hit because more hurricane insurance has been written. In the financial markets this is not true. The more people write financial insurance, the more likely it is that a disaster will happen, because the people who know you have sold the insurance can make it happen. So you have to monitor what other people are doing.”
"When all passive funds weights are added together I get over 50% of Simon Property Group shareholders are passive. I wonder who will become the buyer if all these funds start to see redemptions if there are some problems in US commercial real estate?" - Horseman Global
Steve Bannon and Jared Kushner met and agreed to "bury the hatchet" over their differences, a senior administration official tolf Reuters on Saturday, in a bid "to stop infighting that has distracted from President Donald Trump's message."
"These are some serious headwinds, and it’s not clear what offsets them. Could be that the only source of future growth is the government, which means the Fed will soon have to reverse course, cutting interest rates and buying up even more of what used to be known as the free market."