It’s The Boomers Stupid!
In the not too distant future, we think “It’s the boomers stupid” will become the cliche of the day. In 1992, James Carville came up with a similar phrase, “It’s…
Real Estate During Inflation
Under normal circumstances, real estate during inflationary period makes perfect sense because debt (mortgages) held against the property generally gets inflated away over time during high inflationary periods. Unfortunately housing…
Global Economic Outlook + Today’s Fed Decision
While everyone is talking about Wednesday’s FOMC meeting where the Fed announced: In addition, the Federal Reserve will continue to increase its holdings of Treasury securities by at least $80…
The Current State of Oil & Gas Production
According to Oilprice.com, the current rig count has been steadily but slowly climbing up. The total rig count rose to 576—a figure that is 238 up from this time last…
Pakistan Central Bank Ups Rate 100 Points 9.75 Percent
From Finance Yahoo News, Pakistan recently upped their central bank rate to 9.75 percent which represents a 100 basis point increase. Rising inflation is hitting the country’s sizeable poor and…
What About Retiring Abroad?
If you read our recent depressing post about the general direction of wages, explosive costs of health insurance, health care, education, housing and en mass boomer retirements, then you would…
How Bad Is Inflation? Manure! That’s How!
Bloomberg reports that inflation is bad enough to impact the cost of synthetic fertilizers so much so that demand for animal manure is red hot. There are also alternative uses…
Upcoming Boomer Caused Shortages 2021-2030
In attempting to find investing opportunities over the next decade, we wanted to focus on where and when shortages would arise driven by boomers. We have already seen labor shortages…
Key US Trading Partners: Inflation, Bank Rates and Pain
Friday’s 6.8 percent inflation rate for the U.S. has us thinking about the rise in inflation globally and we have been doing some research. Specifically, we were interested in finding…
JOLTS, UK Labor, and Food
Today’s theme is food and labor. We have reports from Campbell Soup that high labor costs are pinching profits and inflation doesn’t seem to be abating. United Natural Foods reported…