BEA: PCE April 2024
The BEA released the Personal Income & Outlays for April 2024 and it shows PCE, the Fed’s preferred inflation measure, as still elevated. From the BEA: The PCE price index…
DIVOS™ Trade: JNJ – Johnson & Johnson
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and today, we initiated a very small position in JNJ (Johnson & Johnson) and intend to hold and…
Labor Shortages: Hawaii
The summer vacation season is upon us and we like to conduct labor shortage checks BEFORE we book travel a destination. This week we looked at Hawaii and we found…
Case-Shiller Home Price Index & Forecasting
The Case-Shiller Home Price index is out at SPGlobal.com and you can review the latest information but we wanted to model a forecast so we created a couple of charts.…
Labor Shortages: Wisconsin 2024
Back in April of 2023 we wrote, “Labor Shortages: Wisconsin” and we decided to check in on how the state was doing with labor shortages. We came across this article…
Checking In On Nvidia vs Cisco vs Intel
Nvidia is supposed to report results tomorrow and we decided to update our charts of Nvidia vs Cisco and decided to add Intel to the mix. There is surprising similarity…
Labor Shortages In Mexico Impacting Japan
We’re moving into a whole new paradigm in the labor market. For years now we’ve been reporting on US labor shortages caused by too many baby boomers retiring and not…
BLS: CPI April 2024
The BLS released the Consumer Price Index this morning and while it is better than expected it’s not particularly good news. Below is a quick summary but you can read…
April 2024 – Social Security Enrollments
The social security office released the April 2024 snapshot and it’s a jumbo jump in enrollments. For April 2024, there were 195,000 new social security enrollees over the age of…
BLS: PPI April 2024 – Red Hot!
The BLS released the PPI report this morning and it’s red hot for inflation. PRODUCER PRICE INDEXES - APRIL 2024The Producer Price Index for final demand rose 0.5 percent in…