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The Pension Train Has No Seat Belts
The Pension Train Has No Seat Belts In describing various economic train wrecks these last few weeks, I may have given the wrong impression about trains. I love riding the train on the East Coast or in Europe. They’re usually a safe and efficient way to travel. And I can sit and read and work, […]
“Will The Real Global Economy Please Stand Up”
“Will The Real Global Economy Please Stand Up” To say I’ve become skeptical of “markets” and their movements is probably an understatement. However, rather than waste more time trying to make sense of these skewed markets, I believe real economic activity is more accurately represented by changing populations and their energy consumption. So today, we’ll play a little […]
What Patient Zero, Japan, Can Tell Us About China & The Developed World At Large
What Patient Zero, Japan, Can Tell Us About China & The Developed World At Large To see the future, sometimes you have to look to the past. Japan is patient zero in the global epidemic of slowing growth and although Japan was assumed to be the emerging world power in the ’80’s, we now know better. The title […]
Global Pension Gap Expected to Hit $400 Trillion: US Leads the Way
Global Pension Gap Expected to Hit $400 Trillion: US Leads the Way The global pension gap of 8 nations is $70 trillion. The US alone is $38 trillion. By 2050 the total gap will hit $400T. The Visual Capitalist reports The Pension Time Bomb: $400 Trillion by 2050. The above image is a small section […]
Debt-enabled asset bubbles on crash course with demographics
Debt-enabled asset bubbles on crash course with demographics For anyone who may have been unconscious or in outer space for the last 20 years, here are the Coles Notes: If finance had not been able to ‘securitize’ debts (turn them into assets) and sell them to speculators/investors over the past two decades, then debt creation […]
Bain: Collision Of Demographics, Automation, And Inequality Signals Societal Catastrophe
Bain: Collision Of Demographics, Automation, And Inequality Signals Societal Catastrophe Earlier this month, John Mauldin hosted the Strategic Investment Conference 2018, a three-day investor conference with 20 financial experts discussing everything from the global economic outlook for the next 12-months, along with trading strategies to overcome significant geopolitical, economic, and technological risks. One panel was […]
Fourth Turning’s Neil Howe: “Today’s Demographics Defy Conventional Wisdom”
Fourth Turning’s Neil Howe: “Today’s Demographics Defy Conventional Wisdom” John Mauldin interviewed Fourth Turning best-selling author and demographics expert, Neil Howe about generational changes and their effect on the markets, during a session at the Strategic Investment Conference 2018. Howe said that demographics and generational factors have a huge impact on equity prices in the […]
Two Elephants In The Room That The GOP Has Completely Forgotten
Two Elephants In The Room That The GOP Has Completely Forgotten The US economy is threatened by two giant problems which cause all others to pale into insignificance. We are referring to a rogue central bank that has become an absolute enemy of capitalist prosperity and a fiscal doomsday machine that is hostage to the […]
The End of Economic Growth
The End of Economic Growth UK Chancellor of the Exchequer Phillip Hammond (finance minister) delivered his budget on Wednesday last week. The tame budget was overshadowed by news that UK productivity and hence economic growth had stalled. In this post I search for the underlying causes of economic malaise and explore the structure of UK […]
Pension Ponzi Bailout: Democrats Sponsor US Treasury Bailout Scheme
Pension Ponzi Bailout: Democrats Sponsor US Treasury Bailout Scheme Most defined benefit pension plans are nothing but Ponzi schemes. Plans are now unraveling because of demographics. An increasing number of retirees, needing untenable returns, are supported by fewer and fewer people putting money in the system. Democrats sponsored a bailout scheme. Will it pass? Pension […]
The Big Reversal: Inflation and Higher Interest Rates Are Coming Our Way
The Big Reversal: Inflation and Higher Interest Rates Are Coming Our Way This interaction will spark a runaway feedback loop that will smack asset valuations back to pre-bubble, pre-pyramid scheme levels. According to the conventional economic forecast, interest rates will stay near-zero essentially forever due to slow growth. And since growth is slow, inflation will […]
The Tale of Two America’s…Urban Rise, Rural Demise, Rationale to Hyper-Monetize
The Tale of Two America’s…Urban Rise, Rural Demise, Rationale to Hyper-Monetize (The following was written as an outline for a potential book. To this point no publisher has shown interest and time and funds have run out.) America is in the midst of an ongoing and accelerating shift in demographics and population growth. These trends, long […]
Why We’re Doomed: Stagnant Wages
Why We’re Doomed: Stagnant Wages The point is the present system cannot endure. Despite all the happy talk about “recovery” and higher growth, wages have gone nowhere since 2000–and for the bottom 20% of workers, they’ve gone nowhere since the 1970s. Gross domestic product (GDP) has risen smartly since 2000, but the share of GDP […]
Boomers Are Turning 71—These 4 Charts Paint A Perfect Storm It Will Set Off For Investors
Boomers Are Turning 71—These 4 Charts Paint A Perfect Storm It Will Set Off For Investors Few investors understand the magnitude of the looming demographic crisis and its ramifications. The first Baby Boomers turned 70 last year. At the same time, the US fertility rate is at its lowest point since records began in 1909. […]
