Category: Demographics
The analysis published under this category are as follows.Friday, February 18, 2011
The Gerontocracy, Workers are the Economic Slaves of Pensioners / Politics / Demographics
Jan Iwanik writes: I suspect that funded retirement plans like American 401(k)s British private pensions, or Polish open pension plans (OFE) cannot survive in a centralized democracy. The only alternatives are unfunded schemes such as American social security, British state pensions, or the Polish Social Insurance Institution (ZUS).
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Wednesday, January 12, 2011
Global Aging and the Crisis of the 2020s, Demographic Storms Ahead / Economics / Demographics
From the fall of the Roman and the Mayan empires to the Black Death to the colonization of the New World and the youth-driven revolutions of the twentieth century, demographic trends have played a decisive role in many of the great invasions, political upheavals, migrations, and environmental catastrophes of history. By the 2020s, an ominous new conjuncture of demographic trends may once again threaten widespread disruption. I am, of course, talking about global aging, which is likely to have a profound effect on economic growth, living standards, and the shape of the world order.
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Wednesday, September 22, 2010
What Baby Boomers Should Do! / Politics / Demographics
Gary Corseri writes: In all fairness, one ought to spread the blame around: the editors of the Atlantic, and the mainstream media in general, are even more culpable than Michael Kinsley for promulgating the absurd fictions of Mr. K’s “The Least We Can Do”—the cover piece in the current issue of the once notable Atlantic.
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Sunday, September 12, 2010
Britains Population Growth and Ageing Demographics Impact on UK House Prices / Housing-Market / Demographics
The long-term battle being played in the UK housing market is that of new build supply always trying to play catchup with ever increasing demand as a consequence of the UK's growing population and changing demographics which is set against many other developed countries that are either experiencing falling populations such as Germany or have ample space to build far beyond that demanded as a consequence of population growth such as the United States. Therefore this analysis as part of a series on the UK housing market seeks to gauge the likely impact of population growth and demographics on UK house prices over the next 10 years.
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Tuesday, August 03, 2010
Demographics, Destiny and Asset Markets, Will it be Deflation or Inflation? / Economics / Demographics
I am in Minnesota this morning doing a speech, but do have a very good candidate for this week’s Outside the Box. Tony Boeckh just published a piece by George Magnus on demographics and the markets that I think is very thought-provoking. Demographics is something I think about a lot and you should too. I will let Tony do the introduction of George.
Have a good week. My goal is to write this Friday’s letter a little early so that I can get in some fishing time. And when you look at today’s ISM number, look past the headline number, which is just fine, and look at the weakness in the leading indicators. New orders declined by 5 points to 53.5, its lowest level since June 2009. Also, imports slowed noticeably, which is a bad omen for domestic demand. Overall, the ISM index suggests that real GDP and factory output slowed early this quarter.
Monday, August 02, 2010
UK Population Growth and Immigration Trend Forecast 2010 to 2030 / Economics / Demographics
Whilst Britain is rarely if ever at the top of the various quality of life statistics such as economic growth, average earnings, disposable incomes, living space, healthcare services, pensions, personal freedoms and education. However when taken as a whole package, Britain remains one of the worlds most civilised countries that acts as a beacon that continues to attract peoples form all over the developing and developed world, which continues to push the UK population ever higher despite many Western European countries experiencing population stagnation or even falling populations such as Germany, where in fact 1/3rd of the annual rise in Europe's population as a whole takes place in Britain.
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Thursday, July 29, 2010
Bill Gross Ponders "Deep Demographic Doo-Doo" / Economics / Demographics
Bill Gross usually writes an interesting column provided you skip over the first few paragraphs of introduction. His August Investment Outlook regarding population demographics is no different. Please consider Private Eyes.
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Monday, March 01, 2010
Major War Coming Between Union Parasite "Haves" and Non-union "Have-Nots / Politics / Demographics
Perhaps by necessity, perhaps by desire, but most likely by both, An increasing percentage of Americans say they more enjoy saving than spending.
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Monday, January 11, 2010
Baby Boomer Demographics, Household Formation and the Hoax Economy / Economics / Demographics
Following is a collection of Emails from a few key friends regarding household formation, baby boomer and millennials demographics, the labor participation rate, trends in unemployment, and debt deflation.
One of the emails is from Steve Keen, a noted economist.
Wednesday, October 07, 2009
How Generations Move History, Into the Fourth Turning / Politics / Demographics
A Casey Research interview with Neil Howe, co-author of The Fourth Turning
The Fourth Turning is an amazingly prescient book Neil Howe wrote with the late William Strauss in 1997. The work, which describes generational archetypes and the cyclical patterns created by these archetypes, has been an eye-opener to anyone able to entertain the notion that history may repeat itself. At the time the book was published, the Boston Globe stated, “If Howe and Strauss are right, they will take their place among the great American prophets.” Read this visionary interview published in The Casey Report, and see for yourself.
Monday, October 05, 2009
Global Ageing Population Financial and Economic Crisis Brewing / Economics / Demographics
We all know that a large wave of Baby Boomers in the US are approaching retirement. But what about the rest of the world? And what happens when those retirees need to spend out of savings? There is more than just a credit crisis and a government deficit crisis in our future. A rising level of retirrees to workers is happening even as I write. And the US is not, for once, the center of the problem. As this week's writer of your Outside the Box Niels Jensen explains, we cannot all export our way out of the problem. There is a global adjustment that must happen and when it does, it will have serious consequences for all. This week's letter is guaranteed to make you think. Set aside a few minutes to do so.
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