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All claims

The cohort that built the passive equity bid mechanically reverses it through RMD-driven net selling: retirees net-sell financial assets to fund consumption above pension income, no catalyst required. This is symmetric to the accumulation that drove C-06, and the Peak-65 cohort (largest in US history) concentrates the selling pressure into the late-2020s-2030s.

medium confidencestructural

as of June 8, 2026

What would prove us wrong

Net household equity flows stay positive
Trigger: >= $0 net for 3 consecutive years post-2028
RMD deferral defers the bulge
Trigger: >20% of Peak-65 selling deferred beyond 2040

Posture implications

  • accumulateannuity/guaranteed-income providers (MET
  • accumulatePRU)
  • accumulateeldercare REITs (WELL
  • accumulateVTR)
  • avoidS&P 500 passive vehicles (SPY
  • avoidVOO)
  • avoidlarge-cap growth (QQQ)