THIS IN HER 2026 INVESTMENT THEMES IS LISA THOMAS, MANAGING DIRECTOR AND DEPUTY HEAD OF GLOBAL RESEARCH AT TD COWEN. LISA, GOOD MORNING. GOOD TO SEE YOU. >> HEY, GOOD TO SEE YOU, FRANK.>> SO YOU CAME OUT WITH SOME SOME OUTLOOKS FOR 2026. HOW MUCH OF THIS IS DEPENDENT ON NOT ONLY GETTING A CUT TODAY, BUT THE FED CONTINUING TO CUT. >> YOU KNOW THEY'RE REALLY NOT.THESE ARE THE LONGER TERM THEMES RIGHT. SO EACH YEAR WE REALLY TRY TO PULL BACK THE APERTURE AT TD COWAN AND LOOK AT THE BROAD INVESTMENT THEMES THAT ...

Look, I think and that actually is reminiscent because this feels like, you know, going into 2006, and I know for you it feels like when you your big your big night when you went >> Oh, no, but I get 2006 cuz I was on the ballot in 2006. >> Yes. >> And I ain't going to tell y'all what 2006 was like.It was like this. >> But but yeah, but you do get this feel and you do get something a feel that something's happening nationally. Look, when you look at all the special elections that we've had and you look at e ...

RT Mario Nawfal (@MarioNawfal)🇺🇸 AMERICA’S FUTURE IS NO LONGER MAJORITY WHITEThis fall’s kindergarten class is 45-46% non-Hispanic white. The under-18 population sits at 47.2% and drops another 0.7 points every year. Kids under 5 are already 43.8%. White births fell below 50% of total births in 2014 and never came back.Fertility rates sealed the deal: white women 1.64, Hispanic women 1.94. Add 1-1.5 million legal immigrants a year, almost none from Europe-and the path is locked.When someone posted that whit ...

RT Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼 (@DrewPavlou)It’s not racist to want stable demographicsIt’s not racist to oppose white people becoming a minority in every country they live in ...

Demographic Trends - The European Commission estimates that by 2070, there will be approximately two working-age adults for every person over 65 in Europe [1] Economic Implications - The report raises concerns about how European countries will manage the economic challenges posed by a shrinking workforce relative to the elderly population [1]

Demographic Trends - China's fertility rate has dropped to 1, indicating each generation will be half the size of the previous one [1] - Without major changes, China faces demographic challenges [1]

🚨 Japan’s demographic freefall intensifies: Just 686,061 babies born in 2024 – the lowest since records began in 1899 and the 9th straight year of decline (-5.7% from 2023).Fertility rate plunged to a record low of 1.15 children per woman, well below the 2.1 replacement level. With ~919,000 more deaths than births, the population shrank by over 900,000 ...

RT Sólionath (@Anarseldain)This is a total lie. America, historically, was NOT “multicultural.” The first non-White group to be given citizenship was a small group of less than 10,000 choctaw, more than 50 years after the country’s founding. Every founding father was dead except Monroe, who died 5 months later. Blacks gained citizenship almost 50 years after that, in 1868 – at which point America was about 85% White. The rest of the red indians weren’t given citizenship for more than another 50 years, in 19 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚨 Japan’s demographic freefall intensifies: Just 686,061 babies born in 2024 – the lowest since records began in 1899 and the 9th straight year of decline (-5.7% from 2023).Fertility rate plunged to a record low of 1.15 children per woman, well below the 2.1 replacement level. With ~919,000 more deaths than births, the population shrank by over 900,000. ...

Macroeconomic Concerns - Global demographics are in long-term decline, impacting the repayment of $111 trillion in investments [1] - Investments may be diluted or repaid with diluted money, creating an illusion of returns for investors [1] Investment Strategy - Trust-minimized assets with low dilution are considered safer over longer time horizons [1] - Despite short-term volatility, these assets are expected to perform relatively better [1]