willynill

Demographics Make Russia a Risky Long-Term Investment

I meant deflation and stagnation...


On Jul 16 10:20 PM willynill wrote:

> Russia is not unique. There is/will be a population decline in all
> of Asia and Europe now with total fertility rates of less than two
> babies per woman. Check out the U.N. reports on world population.
> The U. S., alone, in the northern hemisphere is expected to have
> a sustainable population growth, primarily because of immigration.
> How can population declines lead to anything other than deflation
> and stagflation? Shall we direct our eyes to the southern hemisphere?

Demographics Make Russia a Risky Long-Term Investment

Russia is not unique. There is/will be a population decline in all of Asia and Europe now with total fertility rates of less than two babies per woman. Check out the U.N. reports on world population. The U. S., alone, in the northern hemisphere is expected to have a sustainable population growth, primarily because of immigration. How can population declines lead to anything other than deflation and stagflation? Shall we direct our eyes to the southern hemisphere?

Unwise to Tax the Rich to Pay for Health Care

Balderdash!


On Jul 15 04:32 PM Davewmart wrote:

> The Laffer curve economics as well as trickle down theory have had
> their day.
> A much higher tax on high 'earners' might discourage asset price
> inflation leading to fewer bubbles.
> Where is the evidence that the huge differential between earners
> in the US produces better performance than in countries with a flatter
> income curve?
> Self-interested whining by bailed out bankers and overpaid CEO's
> does not mean that a much, much higher tax than anything proposed
> might not have beneficial effects.

Unwise to Tax the Rich to Pay for Health Care

exsellside,
your idea that higher taxes will help because of larger deduction is similar to this idea: let's put rocks in our shoes so it will feel good when we take them out.


On Jul 16 11:12 AM xsellside wrote:

> Expounding on Erik B’s comment, wouldn’t higher taxes incentivize
> business investment since expenditures on the business are pre-tax?

13 Agriculture Myths Busted: This Bubble Is Ready to Pop

GTC, Check the demographics, the present birth-rate is less than 2 worldwide. By 2050 the population will decline absolutely and will spiral downward at a geometric rate. Is there anything on the horizon that will cause birthrates to increase? I doubt it. Russia has already tried a "stimulus" program to encourage population growth. Whether it works remains to be seen. People like Jim Rogers are as old as the average farmer in Nebraska, and they have a short-term view because of their age.


On Jul 13 03:17 AM GTC wrote:

> Kalpa, These comments are fine if you take a three month view of
> the world, which is probably what you and your followers do as investors,
> which is fine when looking at the latest tech fad. Sadly, food supply
> and security is something you have to take a 100 year view of. Like
> death and taxes, another sure thing is that populations will rise
> - they may not all want iPods...but they will all need to eat. I
> am sure you can figure out what that will do to land prices and food
> prices in the long run...

Effects of the Stimulus Package: Felix Salmon Is Uncharacteristically Wrong

Brad, you seem to be agreeing with those who say the recovery will take as long as the FDR "solution" or the Japanese "lost decade(s)".

Commodities Today: The Correction Has Arrived

Good article, but short-term I hear that excess water in the corn and soybean fields may reduce supply, at least in upper midwest.

Why Wal-Mart Hirings Do Not Help U.S. Economy

Don't forget the benefit to the consumer. Being able to buy Walmart merchandise at a lower price is a good thing--like being able to buy gasoline at a lower price or having a tax cut which brings about an increase in tax revenues to the government. This is not a zero-sum game where we are losing because Walmart is winning. It's win-win with everyone better off because of the existence of Walmart. I think I just talked myself into buying some Walmart stock!

Were the Agencies Responsible for Recent Bond Market Price Activity?

What do you think of the other idea that perhaps China is unloading longer-term treasuries and going to short-term treasuries with the proceeds? If China is worried about a cheaper dollar in a few years, when the longer bonds mature, that would make some sense.

Was Friday's Rally the Start of Something Big?

Don't you think it was just end-of-month window dressing by the funds? I don't expect to see any lasting effect.

The New Velocity of Money

Good story. How about this variation on that theme: Instead of a rich Russian, it is a Chinese bond-buyer. Instead of going upstairs to inspect a room, he just sits in the lobby until the maturity date, then gets his money and departs. But I'm afraid in this case, everyone has more debt, not less.

Why This Rally Is Unsustainable

Check yor own math, mwfall, that's a 1.0516% increase--close enough to one percent for reasonable people.


On May 01 11:57 PM mwfall wrote:

> don't bother applying to be a kindergarten math teacher.
>

Reduced Credit Limits: That's the Good News

I agree with the author and the other responders above.

Firming Commodity Prices Signal Economic Stabilization

Is paladium a play now after today's 60 Minutes story on "cold water fusion"?

This Market Is Ridiculous

No, I think Greg may have started shorting a bit too early, not too late.