2012-11-19businessinsider.com

The Demographically Influenced Investment Gap is one giant mismatch of assets to liabilities. The growing future needs of financing in equities and bonds cannot be matched with future available disposable savings.

...

Hyperinflation in the sense that people understand it today will not surface as expected as it is not straightforward.

...

Essentially, both stocks and real estate have been written off as principal choices of investment, and what remains and is now the prime focus of investing, are bonds. As a pre-condition to hyperinflation this choice must be removed as well and it will be. In the end, the herd will move to whatever play has not hurt them already.

...

My own view of the coming loss of confidence or of a crystallizing moment is not based on high inflation but its substitute, i.e., credit risk. It might be a philosophical difference to other views, but in the end, the result is the same



Comments: Be the first to add a comment

add a comment | go to forum thread