Federal Reserve Bank Stress Test
The Federal Reserve released their 2023 Federal Reserve Stress Test and it had some interesting information. You can read the press release here and download the report here. Here is…
Demographics and the Airline Ecosystem
Flight cancellations have been in the news this week and there is a great deal of finger pointing and blame to go around but the fundamental issue with the airline…
Our Bond Investment Strategy
We’ve been taking a look at the bond yields and they are getting very attractive so we decided to chart TLT and take a historical look at yields and the…
Labor Shortages: Aging, Behaviors & Covid
The CDC recently released research stating that long Covid is keeping at least 18% of the labor force from working. You can view the presentation below or read an article…
May 2022 – Top US Trading Partner Inflation
We live in a global economy so inflation in another country will result, at some level, inflation back in the United States. The shocker this week was the Bank of…
Housing Permits vs Construction Workers
The Census recently released their housing permit report so let’s take a look: From the chart, we can see an upswing in new housing units started in the United States…
Colleges & University Death Spiral
In January 2022, we wrote, One Million Fewer College Students in 2022 and followed that article up with Colleges Scrambling for Students where we outlined the crisis that few people…
Fed Pause, Demographics and Inflation
The Fed did not raise interest rates yesterday and opted for a pause to collect more data before making a decision however it did suggest there would be two more…
BLS: May CPI
Inflation for May came in at a much more tame 4 percent year over year and while that’s great it is still far from the 2% inflation rate the Fed…
Portfolio Update
It’s time to do a portfolio review of where we stand so let’s take a look at some key equity positions. While we are mostly sitting in T-Bills earning 5…