labor shortage
The Great Reversal: How a Shrinking World Will Upend Finance, Investing, and the Global Economy
We are entering a “Great Reversal”—a new era of depopulation that will flip our economic and financial assumptions about growth, inflation, and investing.
Japan’s Ticking Time Bomb: Why a Labor Crisis Could Reshape its Economy and Your Investment Strategy
Japan’s record-breaking stock market hides a deep demographic crisis. A severe labor shortage is forcing a cultural reckoning with immigration and technology.
The Konbini Conundrum: Why Japan’s Convenience Stores Are a Warning Sign for the Global Economy
Japan’s iconic konbini face a crisis from an aging workforce and rising wages, offering a stark warning for the global economy and investors.
Japan’s Demographic Dilemma: Why More Stimulus Won’t Fix a Shrinking Economy
Japan’s economy faces a demographic cliff. Simply repeating past stimulus policies won’t work. A new path focused on reform and technology is essential.
Germany’s Silver Bullet? Unpacking the €2,000 Tax-Free Plan for Retirees
Germany’s plan to let retirees earn €2,000/month tax-free aims to combat labor shortages and boost its economy. A deep dive into the implications.