Investment Thesis 2022
We’ve been busy updating our investment thesis and to make a long story short here are a few key points we’ll jump right into. Inflation will be high for years…
Many Ways To Invest In Real Estate
With inflation totally out of control, a prudent investor will want to invest in assets that will grow in appreciation and in potential income in this scenario. While we wait…
American Migrations, Labor and Food Shortages
Apologies for not posting recently but rest assured we are knee deep in research on a variety of topics including the latest census data that shows migrations within the United…
JOLTS: 11.3 Million and CPI: 7.9 Percent!
Lots of intriguing data released this week. First the BLS released their latest JOLTS report and shows 11.3 million job openings. From BLS: The number of job openings was little…
Graphical View of Defensive Portfolio 2022-2030 Part II
We covered Part I of our graphical view of defensive portfolio yesterday so today we will cover the other stocks we think are worth holding in our portfolio for the…
Graphical View of Defensive Portfolio 2022-2030 Part I
With market chaos we thought perhaps now would be a good time to take a graphical view of our defensive portfolio that we are building. Keep in mind that we…
Nibbling At The Market Today
They say a picture is worth a thousand words so what do you think this one states? The S&P closed down 2.95% today and while our PUTS are in the…
US Ban on Russian Oil? US gas at $4/gal? What’s Next?
Savvy investors should always be looking for opportunities in any economic environment good or bad and while the bad news keeps piling up, there are opportunities to be found. First,…
Buying Insurance on S&P 500
With all the potential chaos around financial markets including the Russian financial meltdown, possible defaults, and other wild card scenarios we thought it would be prudent to buy PUTS on…
Batten Down The Hatches and Lower Those Sails
Some new data has come in and we don’t like it one bit so it’s time we batten down the hatches, lower the sails and drift in the open sea.…