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John Thomas graduated with a bachelor’s degree in biochemistry with honors and a minor in mathematics from the University of California at Los Angeles (U.C.L.A.) in 1974. He moved to Tokyo, Japan where he was employed by a medium-sized Japanese securities house. Thomas became fluent in... More
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  • If Demographics is Destiny, Then America's Future Sucks 0 comments
    Nov 8, 2009 05:07 PM
    If demographics truly is destiny, then America’s future sucks. Brace yourself. We are turning into Japan. As a silver tsunami of 80 million baby boomers retires, they will be followed by only 65 million from generation “X”. The intractable problems that unhappy Japan is facing will soon arrive at our shores. Boomers, therefore, better not count on the next generation to buy them out of their homes at premium prices, especially if they are still living in the basement. They are looking at best at an “L” shaped recovery, which means no recovery at all. The only thing that can possibly save us is a rising tide of immigration, bringing in more young workers. Oop’s! The last administration did everything it could to shut out immigrants by building huge, multibillion dollar walls on our borders. What are the investment implications of all of this? Get your money out of America and Japan, and pour it into Vietnam, China, India, Brazil and Mongolia and other emerging markets with healthy population pyramids. You want the wind behind your investment sails, not in your face with hurricane category five violence. Use this dip to load the boat with the emerging market ETF (EEM).
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