Thursday, May 5, 2011

TradersN
  • MY Ratio (Middle-Young,Mid-Young or Demi-Ashton Ratio [Mirae Asset]) - Middle Aged (40 - 49) to Young Aged (20 - 29) Ratio (very long term macro) - people in their 20's need to save a lot while people in their 40's have paid off most of their house and will put money in the market.  This leads to an expanding PE ratio
    • Russia, Hungary, Japan, Greece, Poland, Ireland, Portugal, Spain have the best ratios (now)
    • Canada, Australia, Netherlands,US,Chile, Switzerland have the worst ratios right now (stabilize in 2014, then grow from 2014 => 2030)

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