Inflation Down But Not Out – Raises Galore!
The current narrative is that inflation is down and all of our inflationary problems will soon be part of the distant past but there are things happening right now that…
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…
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…
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…
Florida Insurance Mayhem
The problems in Florida keep piling up but the most pressing one isn’t immigration, it’s the endless increases in insurance. As property values exploded in Florida and storms and floods…
Jaime Dimon – Gloom & Doom!
Jaime Dimon has warned everyone to prepare for 7 percent fed funds rate and pontificated on other gloom and doom. “We’ve never had QT before. It just started, okay? And…
Home Depot, Target, Walmart & Foot Locker
What can we learn from the most recent quarterly earnings report Home Depot, Target, Walmart & Foot Locker? Let’s take a look at Home Depot: Home Depot also revised its…
The ‘Forever Labor Shortage’
We came across an article from Business Insider that points out what we’ve been writing about for some time and we highly recommend you read it. Here is a quote:…
Labor Shortages: Maryland
The State of Maryland has a motto of “Strong deeds, Gentle Words” but perhaps it should just be “We Don’t Have Nurses.” From CBSNews: University of Maryland Medical System, at…
Labor Shortages Across America
We highlighted labor shortages in various states over the past couple of weeks but for a more holistic view, the US Chamber of Commerce has compiled an interactive map that…