17 Comments
author

There are some listed ivf clinic in Australia

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ASX: MVF

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author

Interesting. I will take a closer look at Norway. As I pointed out Denmark has done much better with birth rates with an extremely liberal attitude to IVF - which I would have thought Norway would be closer to. One thing about Denmark is they had a big collapse in births in 1980s, so maybe they have had a longer time to adjust public policy

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ALWAYS GREAT TO READ YOUR THOUGHTS FROM YOUR EXCEPTIONAL BRAIN

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author

Thank you! All capital letters makes this compliment even more special!

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Don't know if you've seen this Russell but it plays into your labor over captial thesis

https://www.reuters.com/markets/us/bidens-emergency-board-delivers-recommendations-railroad-labor-dispute-2022-08-16/

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author

Yes - this is very much inline with FDR style policies. I think the government authority involved may well have been created by FDR

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Why the obsession with this topic??

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author

The implication is that population forecasts are completely wrong. In financial terms growth and inflation will be higher - so interest rates should.be higher. Also it implies developed world population growth should be stronger.

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Russell how does this tie into the cost of child-raising

Childcare costs in developed countries have gone into the roof

Without action on that front I don't see cheaper IVF as the solution.

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author

Yes childcare is a problem. But I cant help thinking work from home has made this solvable. If two parents can work from home two days a week - you only need childcare 1 day....

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Hmmm a Fertility business might be interesting to explore as an investment expression of this research.

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Hey Russel, have you thought about any of the vaccines apparent impact on fertility rates, and increased non Covid death rates ?

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author

Had not heard that vaccines affect fertility. Will take a look

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Very interesting thoughts

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