The eroding demographic base encourages the resumption of QE, will bring us back to a stagnating, low inflation environment & reward investors for betting on the scarcest of all things: Growth!
"We will be back to an anemic growth, low inflation environment quicker than many people think. And it will fuel asset prices for those stocks that offer what is scarcest: Growth!"
How is a dire situation somehow positive for investment? If growth is anemic, how can there be growth stocks? And how can investments get 'more valuable' the more dire the situation gets? I think it goes on a long time like Japan but eventually you get a hyperinflationary collapse. Japanese yen is already falling off a cliff.
The Demographic Deflation Bomb is ticking
"We will be back to an anemic growth, low inflation environment quicker than many people think. And it will fuel asset prices for those stocks that offer what is scarcest: Growth!"
How is a dire situation somehow positive for investment? If growth is anemic, how can there be growth stocks? And how can investments get 'more valuable' the more dire the situation gets? I think it goes on a long time like Japan but eventually you get a hyperinflationary collapse. Japanese yen is already falling off a cliff.
great article!!