As investors it’s natural to obsess over the issues of the day — whether that be inflation reports, stimulus packages or Fed tapering of bond purchases. I wanted to take a different route with this month’s Insight letter and write about a topic that has taken a backseat amid this summer’s other news: the 2020 census.
The census fascinates me because it looks at how the population of our country has changed over a 10-year timeframe.
How does that relate to financial markets?
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