February 2024 – Top US Trading Partner Inflation
It’s time to check in on global inflation and we have some disappointing news, the trend seems to be going back up. The average inflation across the countries we monitor…
It’s time to check in on global inflation and we have some disappointing news, the trend seems to be going back up. The average inflation across the countries we monitor…
The Fed opted to keep rates the same despite all signs that inflation is rearing its ugly head again but there is nothing we can do about that except continue…
The social security administration released the February 2024 snapshot and there was a huge jump in enrollments. For February 2024, there were 160,000 new social security enrollees over the age…
The BLS released the PPI report this morning and it’s not good news inflation wise. PRODUCER PRICE INDEXES – FEBRUARY 2024 The Producer Price Index for final demand rose 0.6…
In case you haven’t read the first or second part of our Devon cash cow journey, you can read the first part here and second part here. We are updating…
The BLS released the CPI report this morning so let’s take a look. The chart below was generated by AI. The green areas note positive (lower) changes and the red…
It’s March 2024 and the western world labor shortage continues to climb unabated. We wrote about dire consequences hitting the airlines in Labor Shortage Consequences: Aviation but the problems aren’t…
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and today, we initiated a very small position in SSREY (Swiss Re AG) and intend to hold and…
Back in June of 2023, we wrote, “Demographics and the Airline Ecosystem” where we highlighted the massive shortage of aviation mechanics in the airline ecosystem. This past weekend, there was…
We are surprised there wasn’t much commentary about the Fed’s Jerome Powell saying there would be more bank failures. Here is a snippet from The Hill: Powell said the banks…