demographics

See video below for a discussion of this theme (hat tip Barry Ritholtz). This is a very good video for learning about how debt deflationary spirals are created by the "fallacy of composition" and how it applies to countries in a…

The Clinton Global Initiative annual conference ended on Thursday. But, I wanted to highlight one issue the conference spotlighted as one of four action areas - and that is the need for empowering girls and women. We know from recent US…

by Edward Hugh: Barcelona The current generation of policymakers seem to be like Captains of large ocean liners, out there on the high seas, bereft of either compass or adequate charts, trying hard to calm their worried passengers by…

Watching the TV news here is Spain at the moment is often a rather discomforting and sad affair. The normal menu seems to consist of a constant stream of ministers who have to appear before the cameras and the public to explain something…

It has been a while since I have had a round of these and in the current macro/market environment I thought it an excellent occasion to take some pot-shots at the market discourse. So, read on if you want to see what it looks like when I am…

By John Mauldin Now let's turn to China. I received this report from Simon Hunt (who is based in London, and who makes my travel schedule look positively pedestrian). Besides being an expert on the copper market he is a serious student of…

I have enjoyed Edward Hugh and Claus Vistesen's posting here as well as on their own sites because they add a European angle to the commentary I think we lacked. But, they also have brought their considerable interest in demographics to…

Karl Case, an economics professor at Wellesley College and co-creator of the S&P/Case-Shiller home-price index, discusses the U.S. housing market with Tom Keene and Ken Prewitt. The S&P/Case-Shiller index of property values…

One of the things I think we can safely say about the impact of the current economic crisis is that the face of Macro Economic theory will never be the same again. Quite what the macro economics of the future will look like is too early to…

Upon first reading what I am pasting below, my thesis councillor briskly claimed that this particular piece of text represented a malignant tumor that had to be surgically removed if the patient (in this case, my master's thesis) were to…