BLS: CPI May 2024
The BLS released the CPI report for May 2024 and it’s barely budged. From the BLS: CONSUMER PRICE INDEX - MAY 2024The Consumer Price Index for All Urban Consumers (CPI-U)…
Jobs Expansion May 2024
The BLS released the much awaited jobs report and it’s a boom report. From the BLS: Total nonfarm payroll employment increased by 272,000 in May, and the unemployment rate changed…
Economy: Good or Bad?
We’ve been trying to make heads or tails of this economy. Passenger screenings at TSA are way up over last year. Does this look like a bad economy? Well what…
April 2024 – Top US Trading Partner Inflation
It’s time to check in on global inflation and things continue to crawl along at nearly 3 percent inflation and central bank around the world don’t appear to be in…
BEA: PCE April 2024
The BEA released the Personal Income & Outlays for April 2024 and it shows PCE, the Fed’s preferred inflation measure, as still elevated. From the BEA: The PCE price index…
DIVOS™ Trade: JNJ – Johnson & Johnson
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and today, we initiated a very small position in JNJ (Johnson & Johnson) and intend to hold and…
Labor Shortages: Hawaii
The summer vacation season is upon us and we like to conduct labor shortage checks BEFORE we book travel a destination. This week we looked at Hawaii and we found…
Case-Shiller Home Price Index & Forecasting
The Case-Shiller Home Price index is out at SPGlobal.com and you can review the latest information but we wanted to model a forecast so we created a couple of charts.…
Labor Shortages: Wisconsin 2024
Back in April of 2023 we wrote, “Labor Shortages: Wisconsin” and we decided to check in on how the state was doing with labor shortages. We came across this article…
Checking In On Nvidia vs Cisco vs Intel
Nvidia is supposed to report results tomorrow and we decided to update our charts of Nvidia vs Cisco and decided to add Intel to the mix. There is surprising similarity…