October 2022 – US Top Trading Partner Inflation Check
Most of the inflation data is in except Japan which is usually consistent at three percent so we updated our top trading partner inflation charts sans Japan inflation. As you…
The Boomer Business Time Bomb
We’ve covered the labor shortage aspect of boomers retiring over the last year in the articles below but one aspect that we haven’t covered is the fact that Boomers own…
London Has Fallen, Paris Has Risen
We came across an interesting article from The Independent which states that Paris is now Europe’s largest stock exchange. London has fallen from first place. Britain has lost its position…
Portfolio Update
On Thursday, the market cheered the 7.7 percent inflation rate announcement and we took the opportunity to sell positions that were profitable. What did we sell? We sold our positions…
BLS: Inflation at 7.7 Percent
The BLS released October inflation report and the market is cheering 7.7 percent inflation. We took the opportunity to sell into this rally so we’ll be updating our portfolio positions…
New Positions: BBN & NEA
While we’ve been buying and laddering T-Bills for some time now, it’s time to add some different bonds with potential for growth. We added small positions in BBN and NEA…
Future Trade: TLT
When investing, the key is to look at assets that are undervalued and have a path to increase in value at some point in the future. There has been interesting…
Future Trade: EWJ
As we prepare for another potential rate hike from the Federal Reserve in December, we are also looking ahead into 2023 and possible future trades. We have been researching the…
Update on QQQ & SPY Crash Comparisons
We like to periodically check the current declines in QQQ & SPY to previous steep declines such as those that occurred during the ‘dot com’ and ‘housing’ crashes so let’s…
BLS: Productivity & Costs
The BLS released productivity and costs report and it show labor costs increased 3.5% year over year impacted by a 1.3 percent decrease in productivity. Unit labor costs in the…