Demographics

0
Thumbnail image for Investing Links of Interest – May 12, 2013

James Altucher, writing at Seeking Alpha, has been bullish in the past, but is now becoming more cautious on the stock market and provides his reasons why and a solution for investors. Excerpt: My solution: I am buying smaller stocks where I am not competing for information against massive hedge ...

Read the full article →
9
Thumbnail image for Is the Retirement Crisis Really a Crisis?

PBS Frontline recently presented a documentary called “The Retirement Gamble” which examines the role of the financial services industry in the developing retirement savings shortfall facing a large number of Americans. According to PBS correspondent Martin Smith, “half of Americans say they can’t afford to save for retirement while 1/3 ...

Read the full article →
0
Thumbnail image for Liz Ann Sonders and Scott Minerd Poo Poo Demographic Concerns

Liz Ann Sonders, chief investment strategist at Charles Schwab, and Scott Minerd, chief investment officer at Guggenheim Partners LLC, discussed the prospects for future stock market gains with CNBC’s Joe Kernen, Becky Quick, and Andrew Ross Sorkin yesterday. Sonders said the most telling thing from talking to Schwab clients is ...

Read the full article →
0

USA Today’s Mike Krantz reports the stock market is shrinking as firms are delisted, go private or are bought out. Excerpt: “The stock market is going private,” says Robert Maltbie of Singular Research. “It keeps self consuming.” Hedge Fund alpha is in limited supply. Excerpt: For the period 1998-2012, Bernstein ...

Read the full article →
0
Thumbnail image for John Bogle Discloses His Personal Asset Allocation

Speaking to CNBC’s Mandy Drury yesterday, John Bogle, founder of the Vanguard Group, said the stock market will do “a lot of funny things” over the next 10 years. Over that timeframe investors can expect two stock market declines of 25-30%, he added. Bogle said he preferred stocks over bonds, ...

Read the full article →
2
Thumbnail image for Alan Greenspan: Stock Prices are a Major Factor in Economic Activity

Alan Greenspan was on CNBC with Maria Bartiromo yesterday commenting on the odds of the sequestration, or automatic government spending cuts, occurring in a couple of weeks (March 1st deadline), and what effect it would have on the overall economy and stocks. Greenspan said he had difficulty imagining a scenario ...

Read the full article →
1

Matt King, Citigroup’s Global Head of Credit Strategy, has created what he refers to as, “the most depressing slide I’ve ever created.” The slide shows the correlation between the dependency ratio (the proportion of population of working age relative to old and young) and real estate prices in six countries ...

Read the full article →
0
Thumbnail image for Jeremy Grantham’s Road to Zero Growth

The latest quarterly letter by GMO’s Jeremy Grantham was released this week. He paints a very grim picture for future economic growth in the U. S. stating, “The U.S. GDP growth rate that we have become accustomed to for over a hundred years – in excess of 3% a year ...

Read the full article →
0
Thumbnail image for Harry Dent and Ron Insana Debate Influence of Demographics on Markets

Harry Dent, economic expert and founder of H S Dent, was interviewed on CNBC and said Europe would be the trigger for the next collapse due to their sovereign debt crisis. There is greater debt and demographics are going to slow, he added. Dent said the fiscal cliff and the ...

Read the full article →
1
Thumbnail image for Harry Dent in Bull Versus Bear Debate With Seth Masters

Ultra-bearish author and newsletter writer Harry Dent was on CNBC’s Closing Bell yesterday debating the future of the market with Seth Masters of Bernstein Global Wealth Management. Masters sees the Dow hitting 20,000 in several years, which seems to be a reasonable assumption. However, Dent expects the Dow to land around ...

Read the full article →