"US is one of the few demographic countries with a tailwind" - Tom Lee
Most other countries are going the other way.
"Most major companies are founded by people in their 20s or 30s. Costco, Blackstone, Bloomberg. ... So if you have more people age 30, you're gonna have more innovation. ... There's a correlation between people age 30-50 and the number of patents filed."
"If we were just relying on demographics that would mean that we have a bull market through 2029."
China, Japan, Europe don't have this demographic optimism.