Exaggerating Demographics

Written by Steven Hansen One of the common beliefs of the new normal is the demographic shift to an aging population which does not spend money – lowering the historical GDP potential. This is discussed as being one of the triggers for the Great Recession of 2007. Many forecasters continue to adjust for the headwinds …

Demographic Trends in Employment

by Doug Short, Advisor Perspectives/dshort.com The Bureau of Labor Statistics (BLS) have a wealth of employment data, much of which stretches back to 1948. My focus was the Labor Force Participation Rate (LFPR) with some specific attention to gender and age. The LFPR is a simple computation: You take the Civilian Labor Force and divide …

Demographics Drive Economic Cycles

by Guest Author Art Patten – Bio end of article. Editor’s Preamble Economist Diane Macunovich has studied age structure and its many effects on individuals, economies, and societies intensively – and is the author of Birth Quake. This interview was originally published over one year ago by Symmetry Capital Management in The Idle Speculator as …

Smoke, Mirrors and Great Depression 2.0

The markets are forward indicators.  Investors and traders put their money where their mouth is by anticipating earnings and relative performance of various sectors.   Approaching investing using economic fundamentals is an important tool – as long as you leave off your rose colored glasses when looking at data. When you look at economic data which …