Irrational vs Solvency
There is a famous quote attributed to John Maynard Keynes, “Markets can remain irrational longer than you can remain solvent.” It’s one of the reasons we end our post with,…
Dec 2023 – Social Security Enrollments
The social security office released the December 2023 snapshot number so we now have a complete picture of social security enrollments for the entire year of 2023. The total enrollments…
Labor Shortages: Utah
It’s January 2024, do you know where your labor is? The State of Utah doesn’t seem to know but it has some good ideas. From KSLRadio: What feels like chronic…
Market Update: Jan 2024 SPY, QQQ, XHB Crash Comparisons
With the start of the new year we decided it’s time to take a look at our ongoing crash comparisons for SPY, QQQ and XHB. We’ll note that we had…
BLS: CPI December 2023
This morning the BLS released the CPI report for December and inflation seems to have spiked back up. CONSUMER PRICE INDEX – DECEMBER 2023 The Consumer Price Index for All…
Nov 2023 – Social Security Enrollments
For the month of November, social security added 130,000 new enrollments bringing the total for 2023 thru November to 1.223 million recipients. We also updated our projections based on the…
Labor Participation Down 676,000
The big news out today was a huge drop in the labor participation out and many seemed surprised by it but we’re not sure why. We’ve been writing about the…
November 2023 – Top US Trading Partner Inflation
We did a review of inflation across the top US trading partners and things seem to be moderating across the world. Let’s take a look. The average inflation rate for…
BLS: November ’23 JOLTS 8.8 MIllion
The BLS released the JOLTS report for November 2023. Let’s take a look: JOB OPENINGS AND LABOR TURNOVER – NOVEMBER 2023 The number of job openings changed little at 8.8…
DIVOS™ Trade: PFE – Pfizer
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and during this today’s market turmoil, we initiated a very small position in PFE (Pfizer) and intend to…