HTC’s AI, VR and blockchain applications only start in the healthcare sector

HTC’s AI, VR and blockchain applications only start in the healthcare sector

As the smartphone market matures, HTC’s efforts in artificial intelligence, augmented and virtual reality are bearing fruit initially in the healthcare sector, but that is just the beginning for these Disruptive Innovation applications.

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Facing the pain of rising health care costs of an aging population

Facing the pain of rising health care costs of an aging population

There are several downsides to our Aging of the Population investing theme, one of which centers on the rising cost associated with aging associated with healthcare. As this new report from Vanguard Group shows, there that cost balloons as we live longer and longer and that poses a savings and investment pain point for us […]

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Aging Americans find Social Security benefits buy 34 percent less than in 2000

Aging Americans find Social Security benefits buy 34 percent less than in 2000

A new report released by the Senior Citizens League showcases the intersection of our Aging of the Population and Middle Class Squeeze investing themes as it reveals “a 4 percent loss in Social Security buying power from January 2017 to January 2018 and a 34 percent decrease since 2000.” Talk about a major ouch for […]

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Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Something more than Harvey and Irma have Goldman Sach’s CEO “unnerved” about the current stock market?

Goldman Sachs CEO shares his view the current stock market is unnerving, and we explain why he probably things that.

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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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China’s growing middle class spurs demand for more than just apparel, footwear, and iPhones

China’s growing middle class spurs demand for more than just apparel, footwear, and iPhones

There are numerous aspects to our Rise & Fall of the Middle Class investing theme. In the developed markets we tend to take for granted the access to food, water, education, healthcare, and other services. As disposable income in the emerging markets rises, we will see growing demand for those products and services above and beyond […]

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Double-Digit Premium Hikes Do Not Make for an Affordable Care Act

Double-Digit Premium Hikes Do Not Make for an Affordable Care Act

With official confirmation from the Obama Whitehouse that consumer are going to face double-digit premium hikes for healthcare, it means less disposable income for the consumer-led US economy. We have to wonder if Janet Yellen and the rest of the Fed’s FOMC has factored this into their forecast and interest rate hike decisions… Premiums will go […]

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China’s Affordable Luxury Market Continues to Grow in Size 

China’s Affordable Luxury Market Continues to Grow in Size 

When most ponder our Rise & Fall of the Middle-Class theme they tend to think of rising disposable incomes in the emerging markets and especially China. With roughly 1.4 billion people, a rising middle class that is trading in lifestyle is a powerful tailwind. But there is an even smaller and more upwardly mobile group […]

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