Fleet Street Daily
The New American Baby Boom... And How It Will Affect You...
First published on Friday, July 18, 2008
The US National Center for Health Statistics just reported a population milestone.
In 2007, 4,315,000 babies were born in the US.
This means that more babies were born in the US last year than any other year in history.
We’ve been hearing about Baby Boomers for the last 50 years. The US has just beaten their baby boom peak of 1957 by 15,000.
My big concern when I read these figures was water.
Water is becoming a major issue... and it’s all connected to the rapid rise we are seeing in world population. Unfortunately, it’s going to get much worse.
Parts of the US are already in a water crisis... and this is just the beginning.
The government has said it expects 36 States will be suffering from some form of water shortage by 2012.
Florida doesn’t have enough water for its expected population boom. The Great Lakes continue to shrink. New York’s reservoirs have dropped to record lows. California is trying to get a $9.3bn water bond off the ground to shore up its water infrastructure.
Across America, the picture is clear - the nation’s freshwater supplies can’t quench its thirst. But the problem is not only confined to America. Australia has been suffering from a drought for decades. Asia also faces a looming crisis. It has 60% of the world’s population but only 30% of its fresh water.
The water crisis will be devastating... experts are already calling it the greatest threat to our civilisation.
As the population rises, so does demand for water. If we continue using water at the rate we do today, by 2035 we will be using up all available fresh water on the planet.
I’ve been studying this problem for some time... and I’ve discovered that our greatest ever threat to civilisation is also our biggest profit opportunity.
I’ve discovered three ways that are set to benefit from this coming crisis. You can read all about them right now in my free report entitled Population Explosion: How our greatest threat became our biggest opportunity.
In the next ten years, water looks set to become more valuable than oil or gold. It really is the most undervalued commodity in the world today.
I will send you an email tomorrow morning talking some more about this issue. On Monday, our emerging markets guru Manraaj Singh will be writing to you in Ben’s absence, followed by Fleet Street Research’s stock expert Theo Casey on Tuesday.
Our small cap Sleuth Tom Bulford has also found another great stock to keep your eye on. It’s the un-trendy loan sector, but this company is managed so well just 1% of loan repayments are in arrears today, compared with the industry average of 3%. Click here to read Tom’s full analysis on this company.
Asian markets look set for a rebound: and we’re positioned to profit By Manraaj Singh
China became the world’s worst performing stock market on Wednesday. That’s actually quite incredible when you remember that this is the fastest-growing major economy in the world.
The CSI 300 Index has fallen by 49% since the start of this year. But China’s economy is still growing at over 10% per year. And corporate profits are still rising.
Right now, there are a lot of companies on this market that offer good value.
Manraaj believes that Asia’s falling markets have opened up some incredible profit opportunities.
You can read Manraaj’s article in full here.
Regards,
Garry White
Editor
Smart Commodities UK
Today’s Daily Reckoning — The Party Is Over
Today’s news brings little comfort to investors...and no joy to economists’ hearts either — if they had hearts.
The Dow rose another 207 points yesterday. But the bond market finally bothered to look ahead...and it didn’t like what it saw.
"Inflation fears hit long bond," says the Wall Street Journal.
The yield on the 10 yr. Treasury note rose back over 4%....and the yield on the long bond — the 30-year Treasury — rose to 4.63%.
"Inflation at painful highs in Europe and the United States," says the International Herald Tribune. Despite the European Central Bank’s hard line against inflation — the ECB’s key rate is nearly twice that of the Fed — inflation in Europe is running at about the same level as it is in America.
In the US, the consumer price index shot up 1.1% in June, led by the cost of energy, which rose 53% over the previous 12 months.
Meanwhile, the price of oil slipped another $4 yesterday — to $129. And the price of gold rose $8. If both were reacting merely to economic forces — they would both be going down. If both were reacting merely to monetary forces — they would both be going up.
You can read today’s Daily Reckoning in full HERE.
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