Demographic Devastation – Morning Linkfest (June 26)

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A nation’s population data can actually provide a lot of investment knowledge. Birth rates, average age and death rates can all be used to find interesting portfolio ideas. And some analysts even go further and use these demographic numbers to determine a nation’s future prospects and whether or not they’ll even survive the long haul. (Japan, anyone?) Demographics can also plays a big part in determining a stock’s success … for instance, venerable motorcycle manufacturer Harley Davidson (HOG). Here’s John McDuling at Quartz breaking down how demographics are HOG’s core issues.

Investing.com (Doug Short): Young people aren’t driving motorcycles, and they’re not using much gasoline, either.

Market Watch (Jonathan Clements): Our one-time “demographic dividend” may kill stock returns. Damn it, Baby Boomers.

FT Advisor (Jonny Paul): Asset managers are going to have to do a lot and change their approaches if they want to court Gen Y.

Reuters (Karen Freifeld and John McCrank): Those same investment managers are finally going after the dark pool operators. Mom and pop investors rejoice!

Bloomberg View (Matt Levine): And the SEC isn’t done yet. It has bigger ticks to fry.

The Fat Pitch (Urban Camel): Meanwhile, those money managers are going overweight in equities … frighteningly so.

USA Today (John Waggoner): But not everyone. See ya later, stocks … hello T-bills and long-term bonds.

The New York Times’ DealBook (Michael J. De La Merced): Barnes & Noble’s (BNS) goes back to old-fashioned books. The Nook is no more.

The Verge (Jacob Kastrenakes): A terrible day for consumers, but a great day for gazillionaire cable companies. Aereo is shot down in court.

Aaron Levitt is an investment journalist living in Ohio. With nearly two decades of experience, his work appears in several high-profile publications in both print and on the web. Also likes a good Reuben sandwich. Follow his picks and pans on Twitter at @AaronLevitt.


Article printed from InvestorPlace Media, https://investorplace.com/2014/06/linkfest-june-26th-hog-bns-demographics/.

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