China made waves with a bad manufacturing report this week, sending world equities–and particularly Japanese equities–sharply lower. But the issues in Asia go beyond just exports and currency rates. It’s about plummeting birth rates and demographics, and what it means for Chinese and Japanese investments. Jeff Reeves of InvestorPlace.com and I talk things over. As [...]
The following is an excerpt from the January 2013 HS Dent Forecast. “The message was clear—deflation was the fault of Japan’s inadequately fertile womenfolk, not the officials of the Bank of Japan.” —Financial Times, January 12, 2013 Economics is usually a gentlemanly topic, but if there is one subject that irrationally makes me want to [...]
The post Japanomics, the Incredible Shrinking Russia, and More appeared first on Sizemore Insights.
Listen to Charles Sizemore discuss the re-election of Barack Obama and what it means for investors with Peggy Tuck on Mike Robertson’s Straight Talk Money.
If you cannot view the embedded media play, you can’t listen to the interview here….
For those who might have missed the news, a Japanese company is buying American mobile phone operator Sprint Nextel (NYSE:$S). By buying Sprint, SoftBank will jump from being Japan’s third-largest mobile provider to being one of the largest providers in the world. But Sprint? Sprint is a mess. I recommended the company last year as [...]
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The following article by Michael Tarsala was originally published by Covestor. Gen Z: Many people age 22 or younger have a laissez-faire attitude toward money. They expect to inherit it. But experts say most of their parents’ assets will dwindle before it falls into the laps of the youngest adult generation. A recent TD Ameritrade survey suggest that just 16 [...]
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The following article by Michael Tarsala was originally published by Covestor. Gen Z: Many people age 22 or younger have a laissez-faire attitude toward money. They expect to inherit it. But experts say most of their parents’ assets will dwindle before it falls into the laps of the youngest adult generation. A recent TD Ameritrade survey suggest that just 16 [...]
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You really never know where a conversation on demographic trends will sprout up. I recall a conversation I had nearly a decade ago in a London pub with some Italian classmates from my graduate program at the London School of Economics. After, perhaps, one pint too many, I decided to rile my new friends by [...]
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Share/Bookmark Last week, I announced to the world what a momentously bad investment I had just made (see “I just made a horrible investment”). Yes, dear reader, I was dragged kicking and screaming against my will into homeownership by my wife and two-year-old son. My days of enjoying my Saturday mornings as an urban yuppy, [...]
Share/BookmarkThe February 13 issue of Barron’s made a statement that caught my eye: Americans are paying down their mortgages. (See “Paying Down the Mortgage.”) 50% of all refinancings now result in smaller loans that the previous mortgage. Rather than using their homes as a virtual ATM machine, extracting equity (if you have any) to meet [...]
Share/BookmarkI read a fact this week that I never expected to read in my lifetime: “The Japanese government is expected to announce Wednesday that the country recorded its first annual trade deficit since 1980″ (see ” End of Era for Japan’s Exports “). Trade deficit? Japan? Japan’s economy has been a slow-motion train wreck for [...]
Is the founder and editor of The Sizemore Investment Letter, a monthly newsletter dedicated to finding superior investments backed by powerful macro trends. 
