GPD by State Past SIX Quarters
We wanted to understand what was going on with GDP on a U.S. state by state basis ever since Covid started and where we are today. We believe in the…
Breaking Point – What Will Cause The Next Economic Crash After Covid?
Did you hear the news? The median price for a home is now $404,000 as of August 2021. While homeowners are rejoicing for their new found wealth, smart home owners…
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…
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…
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…
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…
The Case For Long Term Inflation
The Case For Long Inflation While the fed claimed inflation would be “transitory” many people rightfully blamed the fed for inflation because of ultra low interest rates and “central bankers…