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…
Demographics: Businesses Dropping College Degree Requirements
The Wall Street Journal today had an excellent article by Lauren Webber and Chip Cutter about the growing difficulty businesses are having filling open positions. The article covers things employers…
Demographics: Farmers, Boomers and Business
We have been hard at work looking at demographic information and trying to put together a navigation and treasure map. Our goal is to find investments that will help produce…
Our first port of call – Demographics
As we set sail for the economic future we need to understand one fundamental thing about economics and that is that economics is about people. If the animal kingdom has…