Achtergrond bij Beleggen op de golven Waar zijn we op de golven? Waarom gaan de aandelenkoersen al lang zo veel omhoog? N.B. dit blog is à titre personnel en hoeft de visie van BMO Global asset Management niet weer te geven
19 oktober 2011
Occupy Wall Street in de wereld volgens Economist en BCA
De Occupy Wall Street beweging krijgt veel pers, maar is al voorafgegaan in de nodige landen en wel in veel grotere aantallen.
The Economist bracht een en ander in beeld via de jeugdwerkloosheid, de tekorten van de overheden en de overheidsschulden. Opstand in Griekenland en Spanje ligt voor de hand.
BCA had een special, waarin o.a. dit plaatje van de inkomensongelijkheid stond. Dat betekent opstand in de VS en China (alleen de 1% rijken gaan er op vooruit, de rest niet in de VS).
Het lijkt nog het meest op 1968, waarbij de eisen van de jeugd ook niet zo duidelijk om te zetten waren in daden. Het enige is de afkeer van de financiële wereld en soms politici die de huidige crisis veroorzaakt hebben.
De politiek weet nog niet hoe ze op een en ander moeten inspringen. De linkse kerk voelt sympathie, maar weet dat de zwijgende meerderheid juist uit angst voor Occupy Wall Street op rechts zal stemmen aldus BCA.
BCA haalde Cain aan die Reagan aanhaalde om het verschil tussen culturen aan te halen: "er staat een vader langs de weg en er komt een Rolls Royce aan. In Engeland zegt de vader: er komt een dag dat we de bestuurder uit zijn auto gaan sleuren. In de VS zegt de vader dat er een dag komt waarbij zijn zoon in de Cadillac zal zitten".
Occupy Wall Street is een teken van het einde van de Amerikaanse droom van de middenklasse. Men krijgt geen reële loonstijging en kan zijn welvaart niet meer aanvullen door zich te pletter te lenen met hypotheken op in waarde stijgende huizen. Daarom neemt men het niet meer. De Amerikaanse droom veroorzaakte dat men lage belastingen voor de rijken electoraal acceptabel vond, maar nu de droom uit is vindt zelfs 53% van de republikeinen dat de belastingen voor de zeer rijken best wel verhoogd kan worden. De Tea Party heeft het pleit nog niet beslist, maar de democraten ook niet zo lang ze een toonbeeld blijven van besluiteloosheid.
Het wachten is op het uitkristalliseren van gedachten van al die opstanden. Alleen weg met de bankiers is niet genoeg. Baby boom bashing ligt ook voor de hand om de angsten voor onvervulbare wensen van de (bijna) gepensioneerde ouderen te reduceren.
Duidelijk is dat er iets gedaan moet worden aan de jeugdwerkloosheid in veel landen en dat kan via beter onderwijs (hoog opgeleiden zijn veel minder vaak werkloos (maar in deze tijden is ook onder hoog opgeleide jongeren wel de nodige werkloosheid)) en via meer infrastructuurinvesteringen, die bij een lage rente al snel rendabel zijn
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