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Cake day: July 11th, 2024

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  • Ukraine has a population decline since 1993. The war makes the situation worse, but even returning refugees and a likely baby boom still means that they are in structural decline.

    The bigger issue for Russia is honestly Central Asia. With the Russian economy in trouble the income gap is closing. At the same time they are looking for alternatives. South Korea for example is an obvious choice given the situation in the country and the Korean diaspora in Central Asia.

    The other big problem for Russia might just be independence movements.


  • Another huge part will be the many Ukrainians, who moved to the Western parts of the country. Especially in combination with the destruction of the war, we likely see the east loosing a lot more population when it is all done.

    Also it will be intressting to see what happens to Russia. Their problem is not on the same scale, but imho it is much more likely that the Russians who fleed the war will never return, while there also is a good chance that if Russia looses, the economy will be a complete disaster, whereas Ukraine getting at least some help from the West. So it seems likely to me that a lot of Russians leave the country at that point as well.


  • China does not have the problem of a massive war killing a lot of people and creating a massive refugee wave. Ukraine is down to 36million people from 42million in 2022. That is like China loosing 200million people over three years. The natural decline to 600million is the UN estimate for the end of the decade so an annual decline of about 10million.

    The only country with somewhat similar issues is Russia, but they do not have as big of a refugee crisis.










  • In a way Europe has been preparing for the post US age for decades in form of the EU. It provides its members a large secure market, is a massive security alliance and is a useful tool for geopolitics. But probably most important, the EU is afraid of Russia, where the US can potentially be very helpful. If Russia is beaten, then it is not a threat for years. Other then that Turkey might be a problem, but that can be dealt with more easily and then you have the US, which is an ocean away and China, which is on the other site of the planet. Canada meanwhile has to listen to Trump openly talking about annexing their country.

    I really hope Russia collapses soon. It would mean Europe being able to much more easily chart its future with much less fear of Trump.



  • Bei Essen gibt es zum einen Angebotsschwankungen durch das Wetter. In einem guten Jahr wird deshalb durchaus mal zuviel produziert. Das anderen sind massive Subventionen von der EU. Das geht bei Essen auch so halbwegs gut, da der Agrarsektor klein ist.

    Bei Immobilien ist ein Überangebot richtig teuer. Der Baupreis ist momentan 3400€/m² und die durchschnittliche Wohnung hat 96m² also kostet die durchschnittliche Wohnung im Neubau 326.400€. Die EU hat an Deutschland 6,6Milliarden€ an Agrasubventionen gezahlt. Damit hätte man 20.221 Wohnungen bauen können.


  • Das Problem ist nicht das die Vermieter pleite gehen, sondern das die Wohnungen verfallen. Bei einem funktionierenden Markt ist Angebot = Nachfrage und wenn man ein Überangebot hat, dann muss das halt solange schrumpfen bis das wieder der Fall ist.

    Es ist auch nicht so, dass Immobilien krisensicher sind. China ist gerade in einer solchen Krise und die USA waren es auch vor 15Jahren. Das passiert. Immobilien können auch durch Naturkatastrophen oder Kriege zerstört werden. Also krisensicher sind die auch nicht. Natürlich werden Menschen immer versuchen sicheren Wohnraum zu haben, aber es gibt halt Grenzen. Wenn du das mal live sehen willst, gibt es in Ostdeutschland einige Regionen wo relativ viele verlassen Häuser sind, da die Bevölkerung schrumpft.