How Long Does It Take To Replace Professionals?
One key narrative on this blog has been about the coming “boomergeddon” where by tens of million of baby boomers will hit age 65+ in the year 2030. As a…
University Apocalypse 2025
Over the holidays we met with various families and people and discussed many topics including our favorite: demographics. One of the family members I spoke to works at a university…
Global Economic Outlook + Today’s Fed Decision
While everyone is talking about Wednesday’s FOMC meeting where the Fed announced: In addition, the Federal Reserve will continue to increase its holdings of Treasury securities by at least $80…
Key US Trading Partners: Inflation, Bank Rates and Pain
Friday’s 6.8 percent inflation rate for the U.S. has us thinking about the rise in inflation globally and we have been doing some research. Specifically, we were interested in finding…
JOLTS, UK Labor, and Food
Today’s theme is food and labor. We have reports from Campbell Soup that high labor costs are pinching profits and inflation doesn’t seem to be abating. United Natural Foods reported…
Labor, Inflation, Immigration, Boomers – The Perfect Storm – 2022 thru 2030
The Wall Street Journal had an excellent article out entitled, “Companies Plan Big Raises for Workers in 2022” and the article essentially states what we already know, finding workers is…
Real Estate – Logistics! Logistics! Logistics!
The traditional cliche with real estate is location! location! location! but in a post covid and online ordering world the new cliche may very well be logistics! logistics! logistics! We…
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…
Brazil Inflation Continues To Climb
Economic data out of Brazil shows inflation continues to climb. Why is this important? Brazil is the 9th largest receiver of US exports. Approximately 3% of exports go to Brazil…
More Inflation On The Way!
There was a slew of economic data that came out on Wednesday but with the Thanksgiving Holiday upon us it was hard to get a post out so we’ll make…