Gyroscopic Investing

That growth, both real and in assets valuations, depends on demographics is not a new opinion, but Hambone has dedicated a whole blog to the idea.

https://econimica.blogspot.se/?m=1

I think PP would do relatively good (less bad), reaping diversification benefits from volatile stocks and bonds trending nowhere and stability from lack of correlation.

Next couple of decades could be PPs.

As far as long-term trends go, this is how I feel about the PP in regards to peak oil, as well. Perpetually shrinking GDP, massive deleveraging, social and political instability? I don't want to be in a 60/40 portfolio for that. I want to be in gold and cash ahead of time.

I guess there are a lot of scenarios out there in which everything will be a loser. When Rome burns, there are no winners, just those who lose less.

It is exactly scary macroeconomic trends like these that make the PP so appealing: I'm hedged against the unthinkable (which I think about all the time). I may still take a huge hit, but if I'm damaged, others are KIA.