Category: Demographics
The analysis published under this category are as follows.
Wednesday, March 08, 2017
The US Is Going Through a Profound Demographic Shift That Will Affect Everyone / Politics / Demographics
By: John_Mauldin
BY PATRICK COX : The US fertility rate fell again last year, marking the lowest rate of reproduction since the CDC started keeping records in 1909. This prompted the amusing Bloomberg headline, “Make America Mate Again.”
Tuesday, February 07, 2017
America’s Aging Demographics / Politics / Demographics
By: Rodney_Johnson
It was a long time ago, way back in 1950.The United States was recovering from World War II while facing down a new enemy, China, on the Korean Peninsula. We were an exporting powerhouse that fortunately escaped the war with all of our production capacity intact. And, our population was experiencing a baby boom.
We were growing our wealth, expanding our military capabilities, and increasing our population. Even after the ravages of war, we had a tremendous group of workers 20 to 49 years old, and an explosion of babies on the way.
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Friday, December 02, 2016
Macroeconomic Cycles & Demographics - A Fuse, An Explosive and The Igniting Catalyst / Economics / Demographics
By: Gordon_T_Long
Investors need to focus on the two key long term structural changes now underway which are going to ignite destructive global dislocations through early 2020. To better understand why this is going to occur we need to place them in context by first examining the major economic cycles currently underway.
Harry Dent's Macroeconomic Cycles & Demographics
This initial cycle chart is from an in-depth discussion I had with Harry Dent earlier this year. Since leaving Harvard, Harry has spent most of his adult working life studying demographics and cycles.
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Wednesday, October 19, 2016
Demographics Are the Biggest Drag on the US Economy / Economics / Demographics
By: John_Mauldin
BY SAMUEL RINES: The US economy has slowed, and the reasons for the sluggish growth cause heated arguments among market participants and economists alike. There are two outspoken camps: “the good ole days are coming back” and “this is normal.” The camps have little in common, except yelling at one another.
Tuesday, August 30, 2016
The Influx of Female Professionals is Changing Consumer Spending / Economics / Demographics
By: Rodney_Johnson
I recently dropped off my youngest at college for her freshman year. She’s finally free of the prison rules of high school, and can explore life as a young adult. I’ve given her a few pointers. OK, maybe a few thousand tips on what to do and what to avoid over the next four years.I think I’m qualified. Her two older siblings are navigating college life just fine, with no police records and their online dignity still intact. I’m sure our parental guidance had a lot to do with this… or at least a little something.
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Thursday, June 30, 2016
Millennials Are Doomed Face Existential Crisis to Define the Rest of Their Lives / Politics / Demographics
By: John_Mauldin
Psychologists from Sigmund Freud forward have generally agreed: our core attitudes about life are largely locked in by age five or so. Changing those attitudes requires intense effort.
Neil Howe and William Strauss took this obvious truth and drew an obvious conclusion: if our attitudes form in early childhood, then the point in history at which we live our childhood must play a large part in shaping our attitudes.
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Tuesday, June 14, 2016
This Demographic Shift Makes Our Social Security Useless / Politics / Demographics
By: John_Mauldin
BY PATRICK COX: The 2008 financial crisis delivered a TKO to the global economy. Since then, the media has been reassuring us that the US economy is recovering.
Unfortunately, it has been the weakest post-recession recovery in modern history. Some people have seen no recovery whatsoever, and most Americans are losing ground and hope.
Why have so many people been so wrong?
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Wednesday, May 11, 2016
Can You Actually Live Too Long? / Economics / Demographics
By: Rodney_Johnson
The mainstream media has your number. You make too much money, you don’t pay enough in taxes, and you get too many tax deductions.Now there’s a new charge to add to the list – you live too long.
We all know that Social Security favors low-income workers. As the graph illustrates, for those at the low end of the average wage scale, Social Security replaces a little more than 50% of their income.
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Sunday, May 08, 2016
Demographics and the Protein Ladder / Economics / Demographics
By: Richard_Mills
In 1800, three percent of the world's population lived in urban areas. By 1900, roughly 14 percent of the world's population were urbanites and 12 cities had 1 million or more inhabitants.
In 1950, 30 percent - 746 million people - resided in urban centers and the number of cities with over 1 million people had grown to 83.
In 1975 three cities had populations of 10 million or more. In 1990, there were ten “mega-cities” with 10 million inhabitants or more, which were home to 153 million people or slightly less than seven per cent of the global urban population at that time. Megacities (minimum population of 10 mil to qualify) numbered 16 in 2000.
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Saturday, April 16, 2016
Human Population Explosion - Our Day of Reckoning / Politics / Demographics
By: Richard_Mills
The second half of the 20th century saw the biggest increase in the world’s population in human history.
Our population surged because:
- Medical advances lessened the mortality rate in many countries
- Massive increases in agricultural productivity because of the “Green Revolution”
The global death rate has dropped almost continuously since the start of the industrial revolution - personal hygiene, improved methods of sanitation and the development of antibiotics have all played a major role.
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Wednesday, April 13, 2016
The Millennial Moment and the Global Crisis / Economics / Demographics
By: Clif_Droke
It's a trite saying but a profound one all the same: "History always repeats." We've all heard this bromide countless times, yet how many of us have truly pondered its significance?
The truism that history tends to repeat itself over time is the basis of the cyclical view of human affairs as applied to the financial market. Cycle investors believe that by studying past episodes of a similar character they can divine the outcome of currents events. It's not surprising then that the cyclists among us have turned their attention toward the global financial market slowdown and tepid pace of the U.S. economy recovery.
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Monday, April 04, 2016
The Boomer Retirement Meme Is A Big Lie / Politics / Demographics
By: James_Quinn
As the labor participation rate and employment to population ratio linger near three decade lows, the mouthpieces for the establishment continue to perpetuate the Big Lie this is solely due to the retirement of Boomers. It's their storyline and they'll stick to it, no matter what the facts show to be the truth. Even CNBC lackeys, government apparatchiks, and Ivy League educated Keynesian economists should be able to admit that people between the ages of 25 and 54 should be working, unless they are home raising children.
Tuesday, March 29, 2016
China Boasts Most Billionaires in the World and Makes For a Great Long Term Investment / Economics / Demographics
By: Sol_Palha
Our Asian edge Index and trend indicator clearly stated back in 2005, that China would lead the way in economic growth and eventually overtake the US in many areas. China now boasts the World's Largest Middle Class, and it is growing much faster than our Middle-Class.
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Tuesday, March 01, 2016
U.S. Demographics - The Affluent Market Is Fading FAST / Economics / Demographics
By: Harry_Dent
About 30 years ago, I was able to predict the U.S. would see a major generational spending peak in 2007, all from my demographic indicator, the Generational Spending Wave.On a 46-year lag from the time they were born, that’s when the peak number of baby boomers would peak in spending for the average household.
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Tuesday, December 01, 2015
The Demographic Nightmare Caused by Gender Selection / Politics / Demographics
By: Rodney_Johnson
I took a year off after college. I don’t remember it having a cool name like “gap year” back then. Most people considered it goofing off. I spent the summer and fall on the coast in Florida waiting tables, then moved out west to Jackson Hole, WY for the ski season. I worked at a hotel at night and skied during the day. It was a modest existence, no doubt, but it was also just as awesome as it sounds.Back then Jackson Hole was still a hole. The airport had not been expanded, so there was no large jet service. However, changes were already happening. It was clear the place was about to explode. The owner of the hotel at which I worked called me into his office at the end of season. He offered me a job as a real estate agent, working with him selling vacation properties to tourists.
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Wednesday, October 28, 2015
Undeniable Social Security Demographics / Politics / Demographics
By: BATR
What are the consequences for Social Security in an economy where fewer and fewer workers have a job? Add in the tax burdens that come to comply for Obamacare coverage and it is difficult to see where all the needed new employment will come from to keep funding the government Ponzi scheme? Government apologists will just compose a new “Washington Two Step” routine to dance around empirical facts, but just maybe part of their next choreography will be to allow even more illegal’s pay into Social Security so that the transfer system can continue.
Tuesday, October 13, 2015
Why Millennials Are So Different / Politics / Demographics
By: Harry_Dent
I have three step kids. Two are generation X. The youngest is generation Y.Just looking at them, you can tell a clear difference in their personalities and aspirations.
My older step kids are more individualistic. The younger one is more oriented to the group and collective interests.
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Friday, September 11, 2015
China's Market Meltdown: Dangers and Opportunities / Economics / Demographics
By: John_Mauldin
The buzz around Mauldin Economics’ virtual water cooler these days is El Jefe’s new documentary, China on the Edge. The timing for the online release, September 23, is propitious given the media attention to the meltdown of the Chinese market. The list of participants is impressive, and John has spent considerable time over the last few years wrapping his brain around the staggering number of variables at play in the People’s Republic of China.
Thursday, July 16, 2015
The Biggest Trade Ever! (No Exaggeration) / Stock-Markets / Demographics
By: Casey_Research
I won’t keep you in suspense. The biggest trade ever is in demographics. In particular, our rapidly increasing life expectancy.
Quick story. My Coast Guard friends are retiring now. You get to retire after 20 years of service, but some of them have been taking advantage of early retirement and are leaving the service as young as age 40.
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Tuesday, July 07, 2015
Greece Crisis and the Top Demographic Trends of Our Time / Economics / Demographics
By: Harry_Dent
Greece is not the place to be right now.Its citizens are capped out at $67 a day on the ATM. Its pensioners are pinching pennies. Its doctors are leaving in droves. Its long-term demographics are deplorable, making the chances for recovery more and more abysmal. It’s a nightmare!
I’ve already explained that large-scale debt deleveraging will be one of the triggers that sends the global economy back into crisis. Now that Greece has defaulted on its $1.7 billion IMF payment, they’re looking more and more like the beginning of the end.
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