Sizemore Insights

By Charles Lewis Sizemore, CFA
In “Human and Economic Evolution,”  I discussed how natural selection is alive and well among humans, and used such examples as genetic resistance to malaria among Africans and high aptitudes in the maths and sciences among Ashkenazi Jews.  Today I’d like to discuss an interesting finding reported in The Economist that is relevant to the China/Tibet...
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I originally penned this article for the August 2007 issue of the HS Dent Forecast–nearly three years ago.  My comments on deflation and consumer spending turned out to be right on the mark. The late Milton Friedman may be the most accomplished economist of his generation. Just as his predecessor John Maynard Keynes influenced every aspect...
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We have always believed that history—and particularly economic and market history—tends to follow long cycles. For this reason we find a lot of value in reading economic history books. One well-researched economic history book can add clarity that can get lost in the daily barrage of newspaper and magazine articles. The problem is that many are...
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Demographic trends and their effects on the economy are a big part of our research. We generally have a practical goal, such as estimating the demand for a company or industry’s products. However, sometimes we like to look at the long term—the extreme long term. This month we are going to take a look at some...
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This article originally appeared in the November 2008 HS Dent Forecast Newsletter. In the year and a half that has passed, the key insights remain: this recession is fundamentally different from all others of the post-WWII era. On Friday, October 24, 2008, the Financial Times reported that swap spreads turned negative. It would be easy to...
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