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Medicare & Healthcare
The biggest shift in boomer wallets.
Every Weekday · 1:30 PM Eastern
Vol. I · An afternoon dispatch on the money side of aging
Follow the
Boomers.
What they buy. Where they move. Who profits.
Seventy-six million boomers are aging on a known schedule. Their spending follows a sequence you can chart — travel, then healthcare and housing, then longevity and estate. The Boomers Trade tracks the companies standing in front of each wave. Not opinion. Arithmetic.
76 Million
Boomers making the same decisions on the same schedule
$4.6 Trillion
Annual boomer consumer spending
1:30 PM ET
Every weekday — your afternoon edge
What We Cover
The Spending Sequence, Mapped
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Senior Housing
Sun Belt counties where the tax base just moved.
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Hearing & Mobility
The device market nobody talks about.
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Longevity & Pharma
What they take to live longer.
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The Great Migration
Where 76 million people are moving.
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Estate & Wealth Transfer
The $84 trillion handoff.
From the Desk of the Editor
Andrew James
Spent the better part of three decades on a trading desk, watching capital move from one generation to the next. The patterns were always there — you just had to wait long enough to see them complete a cycle.
These days, the research is personal. The same demographics I once traded as a thesis are now the ones shaping my own household's decisions — where to live, what to own, which services quietly become non-negotiable. The arithmetic hasn't changed. Only the stakes have.
The Boomers Trade is published every weekday at 1:30 PM Eastern — short enough to finish before the market closes.
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