Then & Now

Tim SchlindweinInvesting, Market Observations

Stocks, fashions, sports, weather – trends are found and followed in many parts of the economy and society. Among the most followed trends are those found in demographics. Demographic trends drive many other trends including those observed in investing. With data and hindsight, trends from then to now can be identified clearly. Linkages from demographic trends to investment themes and from investment themes to profit realization are less exact, but some perspective can be useful.

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