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…
Understanding The Road To 2030 and The Boomer Demographic
As we continue to review our investment strategy and how to position our portfolios for the coming 2030 timeline we have been looking at Boomer stats and data. Interestingly, CNBC…
Basic Economy (Defensive) Stocks
During periods of moderate to high inflation, raking in cash is the way to stay ahead of the inflation curve. What are some of the best defensive stocks? Companies that…
US JOLTS Report – Is it the boomers?
Yesterday the US Jolts reported, Job openings were little changed at 10.4 million on the last business day of September. Hires and total separations were little changed at 6.5 million…
The Case For Long Term Deflation
If we define “inflation” as the rise in cost of wages, goods and services then deflation is the drop in cost of wages, goods and services. For many years prior…
Mexico Central Bank Raises Interest Rates
While there is speculation that the US Federal Reserve may raise interest rates sometime next year there is already growing pressure with the U.S. major trading partner Mexico. On Nov…