(1) Overweight replacement parts for knees and hips. (2) No shortage of seniors. (3) Health care equipment may be more popular than gym equipment for a while. (4) Medicare for all would be bad for the health of working stiffs. (5) The Age Wave continues to be disinflationary and bullish for bonds. (6) Are Millennials finally starting to buy homes? (7) Homebuilders and homeowners could get squeezed by dearth of demand for big homes. (8) Millennials want to live where homes are cheap, while Baby Boomers want to live where taxes are low.
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