American Migrations, Labor and Food Shortages
Apologies for not posting recently but rest assured we are knee deep in research on a variety of topics including the latest census data that shows migrations within the United…
Fuel Inflation and Airline Pilot Shortage
With Covid seemingly coming to and end, the demand for air travel had started coming back to life so much so that airlines are now passing on fuel charges and…
More Wage Inflation? Walmart to Add 50,000 Jobs
The Wall Street Journal is reporting that Walmart intends to add 50,000 new workers by April. Most firms are already struggling to find workers and wages in most places across…
Federal Reserve Raises Rates 1/4 Point
With no real surprise to anyone, the Federal Reserve raised rates today by 1/4 point. The stock market didn’t have any big reaction to the increase but with inflation at…
BLS: Employment Rates
The BLS released State Employment and Unemployment and reported the following: Unemployment rates were lower in January in 19 states, higher in 2 states and the District of Columbia, and…
JOLTS: 11.3 Million and CPI: 7.9 Percent!
Lots of intriguing data released this week. First the BLS released their latest JOLTS report and shows 11.3 million job openings. From BLS: The number of job openings was little…
Graphical View of Defensive Portfolio 2022-2030 Part II
We covered Part I of our graphical view of defensive portfolio yesterday so today we will cover the other stocks we think are worth holding in our portfolio for the…
Graphical View of Defensive Portfolio 2022-2030 Part I
With market chaos we thought perhaps now would be a good time to take a graphical view of our defensive portfolio that we are building. Keep in mind that we…
Nibbling At The Market Today
They say a picture is worth a thousand words so what do you think this one states? The S&P closed down 2.95% today and while our PUTS are in the…
US Ban on Russian Oil? US gas at $4/gal? What’s Next?
Savvy investors should always be looking for opportunities in any economic environment good or bad and while the bad news keeps piling up, there are opportunities to be found. First,…