First of all, I should apologize for readers for probably the longet hiatus ever on this blog. I am still trying to balance a busy day job with having time to pen blog posts. I am sure that I will manage to get a nice rythm going at some point.
As such, I . . . → Read More: US Demographics – Glass Half Full or Half Empty?
China and India have always been crazy for gold and the yellow metal remains the choice store of value in those two countries, says Don Coxe, a strategic advisor to the BMO Financial Group. In an exclusive interview with The Gold Report, Coxe explains how demographic shifts are affecting the price of gold . . . → Read More: Don Coxe Recommends Investors Read Lenin to Understand the Markets
With a perfect storm brewing on the horizon, investors should be building their cash cache and running for cover, warns Harry Dent, author of The Great Crash Ahead. In this exclusive interview with The Gold Report, Dent explains how central bank stimulus programs are fighting a futile battle because a huge army of . . . → Read More: Harry Dent’s Formula for Surviving the Great Bust Ahead
Just reading the Sunday paper(s)………
PG is focusing on veterans in the SW Pennsylvania in a set of articles today: Weak economy, lack of opportunities have returning vets fighting for jobs. A different angle, but last year some colleagues looked at: The Impact of Veterans Returning to the Pittsburgh Region. I myself am amazed at . . . → Read More: Jobs, jobs, jobs
Just catching up on some things. A few have asked me about an article a couple weeks ago covering some work from Harold on how Pittsburgh’s medicare spending per capita compares to other regions. In summary read: it’s really high.
It just got me thinking. Whenever I see anything like this I wonder about the impact . . . → Read More: The Old factor
It’s possible that I may have contributed to a few stories not making ink. If even partially true, it wasn’t my intention. I believe there was interest in a report Brookings released today: Education, Demand, and Unemployment in Metropolitan America. You can see a selection of those stories from around the country.
The curious thing was that . . . → Read More: Which Pittsburgh are you looking at?
One of the reasons that I have always had a problem with Goldman Sachs’ infamous notion of the BRIC economies was not the fact that it excluded other important economies such as e.g Chile or Indonesia, but rather that Brazil, India, Russia and China never belonged in the same group. The reason . . . → Read More: Russian Demographics – Something Stirring in the East?
NYT is reporting on demographics from our so distant neighbor Weirton, WV where the annual number of deaths exceeds births each year: With Death Outpacing Birth, a County Slows to a Shuffle.
Can’t hide from the fact that have long been there already. In fact even in the NYT it has been our story in the . . . → Read More: So Ahead of the Curve
The political turmoil in Tunisia and Egypt that precipitated the abrupt end of decades of political dictatorships that governed the vast majority of countires in the MENA (Middle East and North Africa) region. The political revolution, influenced by democratic upheaval in Tunisia and Egypt, facilitated the attempts to overhaul the autocratic regimes in Bahrain, . . . → Read More: Demographic Patterns and Structural Change in North Africa and the Middle East
In a seminal paper  from 1958 Franco Modigliani and Merton H Miller showed why investors should not care about whether firms were financed with debt or equity. This led to the idea of the the debt irrelevance proposition and although the DIP is a theoretical benchmark rather than a real world rule . . . → Read More: Debunking The Demographics Irrelevance Proposition