Extrapolating Boomers, Big Pharma and Profit (Part 2)
A while back we began some high level research into where big pharma was making money. We started with a review of pharmaceutical spend by Medicare and Medicaid and came…
Mexico Retail Sales Down
Fresh economic data is like fresh fruit to a sailor! We need it to stop the scurvy. As we suspected, inflation is taking its toll on retail sales in Mexico.…
South Korean Inflation
In earlier posts, we took a look at global inflation and inflation in Mexico to understand what the inflation dynamic is with the United States largest trading partners. South Korea…
Extrapolating Boomers, Big Pharma and Profit
Continuing with our thesis that 70 million boomers will radically transform the American business landscape, we decided to take a look at big pharma through the boomer lens. We headed…
What is the Future of Health Insurance in 2030 When All the Boomers Go Medicare?
In 2030, all 70+ million baby boomers will have reached the age of 65 or older making them eligible to enroll in the medicare social health care system. With this…
The Pareto Principle In Our Economic & Investing Research
We are big fans of the Pareto Principle which derives from an observation made by a man named Pareto which noted that 80% of the land in Italy was owned…
What Caused The Dot Com Crash?
I typed that, “What caused the dot com crash?” into a search engine and a link to Quora came out that had the following image. The Barron’s article discusses how…
The Case For Industrial Logistics Properties Trust (REIT)
Supply chain problems have been plaguing manufacturers since the covid pandemic began and the problems are expected to last well into 2022 and beyond. Many companies are now starting to…
Is Gold An Inflation Hedge or Just Dead Metal?
In 1971, the value of gold was set to $35/ounce. This was also the year that President Richard Nixon took the U.S. off the gold standard. If you were worried…
Inflation Forecast Thru The Global Lens
The United States has many trading partners but the top 15 trading partners account for 75% of trade but even more interesting is that Canada, Mexico and China account for…