Taking a Play Out of Buffett’s Playbook

Sizemore Capital

Charles Sizemore

Research

9 Pages

Sizemore Capital explains how several macroeconomic and demographic trends could create investment opportunities across global markets. It argues that China’s potential relaxation of the One Child Policy, improving conditions in Europe, and aging population dynamics may offer overlooked opportunities, while suggesting European sentiment remains more pessimistic than fundamentals justify

Key Takeaways

China Demographic Shift: China could loosen its One Child Policy, while UK and Australian retailers were already rationing baby formula due to surging Chinese demand for Western brands.
Europe Improving: Spanish 10 year government bond yields fell to just above 4%, Italy's dropped below 4%, and Slovenia successfully issued $3.5 billion of new debt.
Aging Population Tailwind: DaVita operated more than 2,000 clinics serving 153,000 patients, with 45% of over 320,000 U.S. dialysis patients already older than age 60.
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