Key bit from BusinessInsider.com: The world is undergoing a profound demographic shift that will cause sweeping changes over the next few decades.
Those changes will broaden the scope of our study of economics and investing; they will alter our understanding of sociology; and they will radically affect politics and governments.
Precisely what these changes will be is difficult to discern and predicting them requires some guesswork, but the one thing we don’t have to guess about is the demographic shift itself.
Fascinating stuff, read the whole thing: http://www.businessinsider.com/6-charts-explain-worlds-demographic-crisis-2016-4
If you are a fan of demographic data, which Doug and I both are, Mark Steyn’s book, American Alone is a must read: http://www.amazon.com/America-Alone-End-World-Know/dp/1596985275/ref=sr_1_4?s=books&ie=UTF8&qid=1462133829&sr=1-4&keywords=mark+steyn
Hat tip Zerohedge.com: http://www.zerohedge.com/news/2016-04-28/jeff-gundlachs-key-successful-investing