Very interesting stuff about the Baby Boomers retiring and selling their stock holdings. Let's hope the developing countries actually step up and buy the equity that the boomers will be selling. If they don't then there really will be a market crash coming up in the next decade or so.
Also, I like his idea of buying the high dividend paying stocks in an S&P10 sort of thing. But for the time being I would stick with DVY for that dividend paying goodness. He is also weighting 40% in non-US stocks. That's quite a bit but it may be worth it in the long run.
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