Category Archives: Aging of the Population

NIRP – a Central Bank Roadblock to Wealth

NIRP – a Central Bank Roadblock to Wealth

NIRP, the European Central Bank’s Negative Interest Rate Policy, can block wealth creation for those that can’t reach directly into the ECB’s printing press. Here’s one way you probably hadn’t considered and it may be hurting your portfolio without you even knowing it.

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Japan, China, and the U.S. working-age populations a headwind to global growth

Japan, China, and the U.S. working-age populations a headwind to global growth

A new report from Deloitte highlights one of the downsides of our Aging of the Population theme – the simple fact that economic growth is tied to the number of working-age people in a country’s population. Given prospects for a rising working population, India is widely expected to be the driver of global growth in […]

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Remote Monitoring Tech to Play Large Role in Caring for Aging Baby Boomers

Remote Monitoring Tech to Play Large Role in Caring for Aging Baby Boomers

  Jane Helgesen had a rough night recently, as nausea kept the 71-year-old retired nurse scurrying to the bathroom. A sensor under the bed recorded her comings and goings, sending alerts to her daughter, Britt, who lives nearby. Feeling better the next day, Helgesen used a doorbell camera to welcome guests, whose images are displayed […]

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CDC findings show 40% percent of cancers linked to Fattening of the Population

CDC findings show 40% percent of cancers linked to Fattening of the Population

We have shared many a data point on the hidden costs associated with our Fattening of the Population investing theme. Recently the Center for Disease Control and Prevention reminded that us the vast majority of people do not realize the degree to which obesity and being overweight leads to cancer and other healthcare issues. We […]

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For more Americans, going back to work beats being retired

For more Americans, going back to work beats being retired

A new study that examines the re-entry to the workforce by retirees shows that it’s more than Cash-Strapped Consumers that fall within the confines of our Aging of the Population investing theme. In addition to those that haven’t saved enough to retire, others that miss the social, as well as intellectual challenges of working, have […]

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Baby Boomers retiring? Not so fast… a new role may be had instead

Baby Boomers retiring? Not so fast… a new role may be had instead

  In keeping with our Aging of the Population theme, for a growing percentage of the American population retirement, if they can afford it, is right around the corner. While many may plan to enjoy their “golden years,” for an increasing share of older Americans, they may have to embrace a different role –  unpaid care for […]

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Americans Racing to Stay in Place Thanks to Taxes & Healthcare

Americans Racing to Stay in Place Thanks to Taxes & Healthcare

Expenditures for taxes and healthcare are growing materially faster than incomes. For an economy to survive let alone thrive, no one area of expenditure can continue to rise faster than incomes. We saw this during the last business cycle as home prices continued to rise much faster than incomes – at some point, households can no longer keep up with the expense, typically with profound consequences for the economy as a whole. Many American families are feeling an awful lot like that hamster racing around on his wheel only to find he’s gained no ground.

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Don’t get giddy as self-driving cars go for a vote next week

Don’t get giddy as self-driving cars go for a vote next week

Over the years, we’ve seen the positive as well as the negative impact of regulatory mandates. Given our Aging of the Population theme, we suspect there is growing demand to be had for the Disruptive Technology that is self-driving cars. We also see the technology changing retail and grocery as well. While some may get […]

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Aging America Faces A Changing Economy

Aging America Faces A Changing Economy

This morning an article in Investor’s Business Daily focused on one of our investing themes, the Aging of the Population and its impact on economic growth and certain sectors of the economy. Combining the headwind of a growing portion of the population moving into the sunset years with massive levels of student debt, the housing sector looks […]

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The average American saves less than 5% vs. 10% from 1950-2000

The average American saves less than 5% vs. 10% from 1950-2000

We can sympathize that saving in today’s always on, always connected get what you want now, you only live once can be a challenge. This larger issue, however, is people are saving far less than they have in the past, and while some of is related to a lack of wage growth that is one […]

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