Stagflation watch
By John Schroy, on March 20th, 2010 | 
The lack of fiscal restraint of President Obama on the healthcare issue, the ’stimulus bill’, and other ‘progressive’ legislation in the pipeline, combined with the jobs-firsts-inflation-last attitude of Fed Chairman Bernanke — leave little room to doubt that sooner or later the United States is likely to enter the realm of double-digit inflation.
Inflation is likely be the final and deadliest blow to the retirement dreams of many Baby Boomers. When the stock market crashes, one can hope for a recovery some day. With inflation, the losses are permanent and final.
Baby Boomers
By John Schroy, on June 6th, 2006 | 
The ‘Baby Boomer Bomb’ refers to the expected effect of the retirement of the Baby Boomer generation on capital markets, particularly equities. In 2006, this issue was debated at the Milken Institute, and two solutions to the problem examined: Boomers being ’saved’ by productivity and technology; and, alternatively, by selling their financial assets to the next generation.
US Demographics
By John Schroy, on February 3rd, 2006 | 
Legal immigration has resulted in solid growth of the US population, despite declining birth rates and an increasing number of old people. This is good news for investors in stocks and real estate . Despite loud railing against illegal immigration by Bill O’Reilly, Lou Dobbs, Michelle Malkin, and Pat Buchanan, the real story is the size and scope of legal immigration. Illegal immigration appears to be less than 5% of legal immigration, and legal immigration is at an all time high.
Topics: 
Popular Articles