Miner Company
Operation Chartstorm: Charts You Have To See This Week
The US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth. Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns. The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private
The US faces a looming working-age population shortage, with net immigration sharply declining and birth rates falling, threatening future economic and real estate growth. Senior housing and healthcare REITs like WELL and CTRE are outperforming, reflecting the secular shift toward an old-age dominated economy and consumption patterns. The AI infrastructure capex boom is accelerating, benefiting semiconductor and tech hardware companies, while raising questions about the sustainability of private AI developers' cash burn.