The Future is Mental
In order to build a resilient investment portfolio, we wanted to understand the trends over the past five years in healthcare so we turned to Census data and picked up…
German Inflation 5.2%
Germany is the 5th largest trading partner of the United States and the third largest exporter in the world. Inflation in Germany is running at 5.2% year over year so…
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…
Growth Portfolio (Let’s Roll The Dice)
We wrote about our defensive stock portfolio recently and today we want to look at the other end of the spectrum: speculative and high growth stocks. We caution that with…
Our Defensive Portfolio So Far
After spending some time researching defensive investments to protect against inflation, we have accumulated small positions in these equities. If and when there are major pullbacks in the stock market,…
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…
The Pareto Principle In Our Economic & Investing Research
We are big fans of the Pareto Principle which derives from an observation made by a man named Pareto which noted that 80% of the land in Italy was owned…
Is Gold An Inflation Hedge or Just Dead Metal?
In 1971, the value of gold was set to $35/ounce. This was also the year that President Richard Nixon took the U.S. off the gold standard. If you were worried…
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…