More Inflation On The Way!
There was a slew of economic data that came out on Wednesday but with the Thanksgiving Holiday upon us it was hard to get a post out so we’ll make…
Supply Chain Woes – Covid Vaccine Mandate In January 2022 For Truckers Mexico/Canada
We were catching up on our supply chain news and came across this informative article from Freight Waves. The article points out that the Biden Administration has mandated truck drivers…
Extrapolating Boomers, Big Pharma and Profit (Part 2)
A while back we began some high level research into where big pharma was making money. We started with a review of pharmaceutical spend by Medicare and Medicaid and came…
Mexico Retail Sales Down
Fresh economic data is like fresh fruit to a sailor! We need it to stop the scurvy. As we suspected, inflation is taking its toll on retail sales in Mexico.…
South Korean Inflation
In earlier posts, we took a look at global inflation and inflation in Mexico to understand what the inflation dynamic is with the United States largest trading partners. South Korea…
Extrapolating Boomers, Big Pharma and Profit
Continuing with our thesis that 70 million boomers will radically transform the American business landscape, we decided to take a look at big pharma through the boomer lens. We headed…
What is the Future of Health Insurance in 2030 When All the Boomers Go Medicare?
In 2030, all 70+ million baby boomers will have reached the age of 65 or older making them eligible to enroll in the medicare social health care system. With this…
The Pareto Principle In Our Economic & Investing Research
We are big fans of the Pareto Principle which derives from an observation made by a man named Pareto which noted that 80% of the land in Italy was owned…
What Caused The Dot Com Crash?
I typed that, “What caused the dot com crash?” into a search engine and a link to Quora came out that had the following image. The Barron’s article discusses how…
The Case For Industrial Logistics Properties Trust (REIT)
Supply chain problems have been plaguing manufacturers since the covid pandemic began and the problems are expected to last well into 2022 and beyond. Many companies are now starting to…