Does This Look Like A Recession?
There is a highly anticipated Fed central rate bank coming in March or later so the conventional wisdom seems to be that it will “kill” the economy but looking at…
Feeding Frenzy For Industrial Real Estate
Wall Street Journal is reporting that CBRE is buying $4.9 billion of warehouse space from Hillwood. We are happy to see this transaction happy because it reaffirms our investment in…
City Services Chaos 2022
If you haven’t heard about the labor shortage around the country then you can catch up by reading this, this, this, and this. Now that you are caught up, let’s…
Labor Shortage, Wages Heats Up
The Wall Street Journal had an interesting article about how businesses in Louisville, Kentucky such as UPS are having to up the hourly wage to $20/hour to find and retain…
A Closer Look At Truckers and Driver Shortages
The Atlantic had an excellent article written by Dariusz Matejko as told to Sonya Matejko about what one long term veteran of the trucking industry thinks the problem is with…
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…