swartzfr
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17 years ago @ Paul Kedrosky: Infecti... - Solar Power: At a Cusp? · 0 replies · +1 points
I think we need all of them.
17 years ago @ Paul Kedrosky: Infecti... - Solar Power: At a Cusp? · 0 replies · +1 points
17 years ago @ The Disciplined Investor - TDI Podcast 92: An Una... · 0 replies · +1 points
He is very smart in his domain.
I just don't think his demographic thesis is that compelling in light of the overriding debt meltdown.
He also predicted dow 35K at one point.
What he predicts may come true but I don't think it will be due to demographics.
Much more powerful forces are now in play. Demographics are marginal.
The current drop in consumption has nothing to do with demographics.
Balance sheets are the issue.
Must be taken with a grain of salt just like Schiff.
17 years ago @ The Disciplined Investor - TDI Podcast 92: An Una... · 2 replies · +1 points