Although you noted that births are neither increasing nor shrinking, and pointed out the fallacy of assuming that America's population growth is thus due strictly to immigration, you didn't let the other shoe drop.

ECONOMIST: Lack of ability

As for investing, wait for the other shoe to drop before investing in bonds issued by Greece, Italy, Portugal, or Spain.

FORBES: Let Greece Implode

Now everyone is waiting for the other shoe to drop.

ECONOMIST: Not her fault, she says

During the housing crisis, many people asserted that commercial real estate was the other shoe waiting to drop.

FORBES: Commercial Real Estate Forecast: 2012-2013

But the other shoe that may drop will be a financial one.

FORBES: How Much 'Star Wars' is Too Much 'Star Wars'?