demographics – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Sanders’ Socialism vs Crony Capitalism

Anti-globalization, Brexit and the Labour Party Meltdown

Obama the Conservative vs Trump the Revolutionary

The post-Kavanaugh midterm narrative is wrong

Demographics are adding to lower US growth

Baumol’s cost disease, aging societies and inflation expectations

Demographics are driving wages lower, which is negative for investment returns

Asset allocation in a period of wealth mean reversion

Are bond investors crying wolf?

The ‘Perfect Storm’