Japan’s Demographic Time Bomb Is Imploding - Mark Sunshine - ... The lesson that the U.S., EU and Great Britain needs to learn from Japan is that every country’s population is the feedstock for its economy and if we don’t take care to make sure our population is dynamic, healthy and growing sooner or later bad economic things will happen ... -   The Sunshine Report
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The Glide Path Option - by John Mauldin - The present contains all possible futures. But not all futures are good ones. Some can be quite cruel. The one we actually get is dictated by the choices we make. For the last few months I have been addressing the choices in front of us, economically speaking. Today I am going to summarize them, and maybe we can look for some signposts that will tell us which path we're headed down  - Thoughts from the Frontline Weekly Newsletter

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Chart of the Day - Today, the Labor Department reported that the unemployment rate increased to 10.2% -- a 26-year high. For some perspective on the current state of the labor market, today's chart illustrates the unemployment rate since 1948. - Chart of the Day

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slide show - Jim Chanos: 10 Lessons From The Financial Crisis That Investors Have Already Forgotten - by John Carney  - Famed hedge fund manager and short seller Jim Chanos recently gave a presentation at the University of Virginia's Value Investing Conference and the Yale School of Management's Leadership Forum. If you weren't at either, don't worry.  We've got Chanos's eye-opening presentation right here. - Clusterstock Business Insider

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ASSET REFLATION TAKES OVER THE RECOVERY TRADE - Bubbly Ben has engineered one of the most incredible liquidity driven rallies in the history of the stock market.  The reflation trade, made famous by John Paulson, has been a huge winner for investors prescient enough to engage in it.  The reflation trade has been primarily due to the prodding of monetary policy - The Pragmatic Capitalist