Gustavo Ballvé on March 26th, 2010
Food for thought, Home, Investment Themes, Portfolio Management, Signal or Noise

Official immigration decreasing, previously “hot” areas with unprecedented swings, NY’s numbers… Sure, a data point does not a trend make, but demographics are too powerful to ignore as a long-term driver. And it’s hard to argue that the US is well-positioned. This WSJ story has lots of interactive charts and features, and here’s the primary source.

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