BLS: August JOLTS 9.6 Million
The BLS released their JOLTS report and not very surprising it is back up from July to 9.6 million. Why was it not surprising to us? Because millions of boomers…
Labor Shortages: Germany, Spain, Greece
We’ve written a great deal about labor shortages throughout the United States but the problem doesn’t stop there. In Germany, Lufthansa’s solution to their labor shortage is to bring back…
Labor Shortages: Doctors, Manufacturing, Fast Food
If you wonder where we get some of our ideas for our research, a great source is News.Google.Com and the key words: “Labor Shortage.” We check periodically to see what…
The New Demographics Nightmare: Kids & Elders
NBC News is reporting on the peril of child care support after the expiration of America Rescue Plan which could leave 3 million children without child care. A Century Foundation…
Milking The Devon Cash Cow – Part II
In case you haven’t read the first part of our Devon cash cow journey, you can read the first part here. We wanted to write an update because we started…
TLT & DVN – The Only Trades For Now
We have started accumulating TLT in small quantities and will continue to add as it drops further. TLT is an ETF that tracks the 20 Year US Treasury. The yield…
Our 2024 Investment Strategy for Equities
We’ve been busy taking a look at our equity investment strategy for 2024. For 2023, we’ve mostly been in T-bills and a few oil stocks but we’ve been refining our…
Time To Buy TLT
We recently opened a small position in TLT. The TLT is an ETF that tracks the 20-Year US Treasury Bond. Here is the fund’s summary: The fund will invest at…
Labor Hoarding or Labor Panic?
The Kansas City Fed had an excellent release discussing the current labor shortage paradigm and we suggest everyone read it. Here are some key points: From 2001 thru 2019 there…
Market Update: Sep 2023 SPY, QQQ, XHB Crash Comparisons
It’s time to check in with our SPY, QQQ and XHB crash comparisons. first up SPY: SPY is starting to crack again with a downtrend for most of September. The…