An Opinion on the Recent Market Volatility

This is just one opinion on what the causes are of the recent turmoil in the markets. While the writer adds in the activities of the Central Banks, he misses the biggest issue threatening the markets: Erosion of Demand. In the article I published last summer, “Headwinds and Tailwinds”, I believe erosion of demand is based on the mathematics of demographic shifts in the populations of the US, Western Europe, and China. If you digest that, and read this article you will see the writer has wrapped all of these situations together, but missed the elephant in the room.