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- Spain Set to Face Strong Demographic Headwinds
- Jamie Moye submits: Today we highlight the demographic landscape of Spain, a country we believe will begin to feel the strong headwinds of a downturn in consumer sending from 2012 onwards (peak births 1972 plus 40 years). The main concern over Spain is the health of its financial system...
- External links 2009-09-17
- France: Better Positioned Than Most of Europe
- Jamie Moye submits: Today we highlight the demographic landscape of France, a country which we believe is better positioned than most of its European partners to cope with any economic headwinds caused by a downturn in consumer spending, given its relatively stable population, its ability to cut taxes (French tax...
- External links 2009-09-23
- Canada: Better Demographics Than Many of Its Peers
- Jamie Moye submits: Today we highlight the demographic landscape of Canada, which looks in better shape demographically than many of its developed economic partners. The country has been battling against the strong headwinds of a downturn in consumer expenditures that started in 1999 (Peak births in 1959 plus 40 years)....
- External links 2009-09-28
- Australia?s Demographics Point to Long-Term Economic Growth
- Jamie Moye submits: Australia's birth chart represents one of the strongest demographic landscapes in the emerging or developed world. This will be of no surprise to any sports fan who has watched Australia (with a meager population of about 20 million) dominate the world stage in swimming, cricket, rugby...
- External links 2009-06-19
- Shorting Italy Is Risky, Despite Horrible Demographics
- Jamie Moye submits: We read with interest yesterday's Research Edge Seeking Alpha article on "Ailing Italian Economy Ripe for Shorting." We agree with Research Edge's view that Italy will continue to lag or struggle into the current global economic recovery. Why? Demographically they are upstream without a paddle....
- External links 2009-07-02
- Overlooked Education Sector: K-12 Poised to Prosper
- Jamie Moye submits: Education as an investment sector is often viewed as a safe, defensive play because education is, relatively speaking, a constant, and times of economic stress usually increase higher education enrollments as people seek to boost their job skills. On a demographic basis, we believe that...
- External links 2009-08-02
Additional Resources
- Amazon's Performance Leaves Wal-Mart in the Dust
- Jamie Moye submits: We appreciated the comments from Eric Savitz's June 30 Seeking Alpha article in which he pointed out that Cowen analyst Jim Friedland raised his rating on Amazon AMZN and referred to Amazon as a “next-generation Wal-Mart." Friedland noted that Amazon has 9.5 percent of...
- External links 2009-07-02
- Nu Skin Still Undervalued, Even After Earnings Upgrade
- Jamie Moye submits: One of our favorite "demographic" plays (see our September 23rd Seeking Alpha article), Nu Skin Enterprises Inc. NUS climbed more than six percent and hit an new three-year high on an earnings upgrade from Stifel Nicolaus. Stifel's Mark Astrachan said in a note to...
- External links 2009-10-04
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