Alfonso R Sanchez, CFA, PhD (@arsanchezm) 's Twitter Profile
Alfonso R Sanchez, CFA, PhD

@arsanchezm

Economist, financial analyst and life-cycle planner.
My passion is to help people and institutions navigate the choppy seas ahead in retirement planning

ID: 1211784694120906752

calendar_today30-12-2019 23:02:55

6,6K Tweet

432 Followers

1,1K Following

Crémieux (@cremieuxrecueil) 's Twitter Profile Photo

New York will continue to rapidly increase its non-native population share as Americans leave it en masse and immigrants come in.

New York will continue to rapidly increase its non-native population share as Americans leave it en masse and immigrants come in.
MΛRC VIDΛL (@marcvidal) 's Twitter Profile Photo

Porcentaje de pobreza sobre la población general y los menores de 18 años según EU_Eurostat Independientemente de la clasificación, sorprende que, en la Europa actual, el nivel sea tan alto en todas partes.

Porcentaje de pobreza sobre la población general y los menores de 18 años según <a href="/EU_Eurostat/">EU_Eurostat</a> 

Independientemente de la clasificación, sorprende que, en la Europa actual, el nivel sea tan alto en todas partes.
Jon González (@jongonzlz) 's Twitter Profile Photo

Seguidme en esta historia de cómo dos países afrontaron el reto de las pensiones. Y cómo acabó uno y cómo el otro. En 1990, con tiempo suficiente, Francia y Suecia llegaron a la conclusión de que su sistema público de pensiones necesitaba reformas por la presión demográfica que

Brad Wilcox (@bradwilcoxifs) 's Twitter Profile Photo

Single dads much more vulnerable to early death. Per new Danish study: "hazard of death was about twice as high among single fathers than partnered mothers. Single fathers had highest mortality risk of all parents..."--esp. re: substance abuse.

Single dads much more vulnerable to early death.

Per new Danish study: "hazard of death was about twice as high among single fathers than partnered mothers. Single fathers had highest mortality risk of all parents..."--esp. re: substance abuse.
Otavio (Tavi) Costa (@tavicosta) 's Twitter Profile Photo

The Chinese central bank is about to surpass the Fed to become the largest central bank in the world again. The PBOC has officially resumed quantitative easing. And I believe it’s only a matter of time before the Fed joins the party… None of us own enough hard assets, in my

The Chinese central bank is about to surpass the Fed to become the largest central bank in the world again.

The PBOC has officially resumed quantitative easing.

And I believe it’s only a matter of time before the Fed joins the party…

None of us own enough hard assets, in my
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

This is what happens in countries with low fertility rates, there will be a lot of vacant homes in Italy, Poland and Spain as we go forward. Even today one can already get a house in parts of Italy and Spain basically for nothing. Imagine what will happen in 10 or 20 years.

This is what happens in countries with low fertility rates, there will be a lot of vacant homes in Italy, Poland and Spain as we go forward. 

Even today one can already get a house in parts of Italy and Spain basically for nothing. Imagine what will happen in 10 or 20 years.
Jon González (@jongonzlz) 's Twitter Profile Photo

En 2 años, en números gruesos, tenemos un crecimiento de aproximadamente un millón de la población, de los cuales 1,2 millones son nacidos en el extranjero y -0,2 millones nacidos en España

Bjorn Lomborg (@bjornlomborg) 's Twitter Profile Photo

Decline: German industrial production down to the level of 2005 Yet, the FT journalists studiously avoid mentioning the elephant in the room: Extremely high energy prices, mostly because of climate policy ft.com/content/239eed…

Decline: German industrial production down to the level of 2005

Yet, the FT journalists studiously avoid mentioning the elephant in the room:

Extremely high energy prices, mostly because of climate policy

ft.com/content/239eed…
Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

Spain has by far the highest youth unemployment rate in Europe, making it really difficult for young people to start families. Can someone please explain the logic behind Spain taking the most immigrants in Europe last year?

Spain has by far the highest youth unemployment rate in Europe, making it really difficult for young people to start families. 

Can someone please explain the logic behind Spain taking the most immigrants in Europe last year?
Arnaud Bertrand (@rnaudbertrand) 's Twitter Profile Photo

This is an absolutely fascinating paper that might go a long way to explain the current drop in birth rates in much of the world: high housing costs = low fertility. The paper (which you can find here: br.ti.org/pdfs/BuildBaby…) looked mostly at US data and finds that if houses

This is an absolutely fascinating paper that might go a long way to explain the current drop in birth rates in much of the world: high housing costs = low fertility.

The paper (which you can find here: br.ti.org/pdfs/BuildBaby…) looked mostly at US data and finds that if houses
Hanno Lustig (@hannolustig) 's Twitter Profile Photo

Exactly, the UK government has always gone back to running primary surpluses after brief periods of deficits (mostly during wars), except in the past 15+ years. journals.uchicago.edu/doi/full/10.10…

Exactly, the UK government has always gone back to running primary surpluses after brief periods of deficits (mostly during wars), except in the past 15+ years. journals.uchicago.edu/doi/full/10.10…
Daniel Kral (@danielkral1) 's Twitter Profile Photo

Hard to overstate the crisis engulfing the German economy - investment & goods exports in free fall, private consumption stagnant (despite higher population), only the size of government is growing. Energy prices, US tariffs, China shock 2.0 - Germany needs a new growth model.

Hard to overstate the crisis engulfing the German economy - investment &amp; goods exports in free fall, private consumption stagnant (despite higher population), only the size of government is growing.

Energy prices, US tariffs, China shock 2.0 - Germany needs a new growth model.
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: The US Treasury posted a $284.4 billion deficit in October, the worst opening month to any fiscal year in history. This exceeds the previous record of $284.1 billion in October 2020, during the historic pandemic response. Government spending jumped +18% YoY, to $688.7

BREAKING: The US Treasury posted a $284.4 billion deficit in October, the worst opening month to any fiscal year in history.

This exceeds the previous record of $284.1 billion in October 2020, during the historic pandemic response.

Government spending jumped +18% YoY, to $688.7
Crémieux (@cremieuxrecueil) 's Twitter Profile Photo

Congressmen are known for doing well in the stock market. Why? Consider: Before ascending to leadership positions, they do as well as peer congressmen, but after they take on leadership roles, they show 47 percentage point (!!!) higher returns!

Congressmen are known for doing well in the stock market.

Why? Consider:

Before ascending to leadership positions, they do as well as peer congressmen, but after they take on leadership roles, they show 47 percentage point (!!!) higher returns!