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…
Wage Inflation Continues: Verizon $20/hr
Wage inflation continues to climb and leading the pack are deep pocket companies. Verizon announced they will now start pay at $20/hour for certain positions. In recognition of the hard…
WSJ: Millions Won’t Return To Labor Force
The Wall Street Journal had an excellent article written by Josh Mitchell on how millions of workers have left the labor force with no plans to return…ever. We encourage you…
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…
Inflation! Inflation! Inflation!
It’s the one, two, three knock down punch! Punch 1, the BLS reported this week that the Consumer Price Index (CPI) is a whopping 8.2 percent year over year. The…
College Scrambling for Students
Back in December we wrote this post entitled, “University Apocalypse 2025” where we discussed some conversations we had with a college recruiter over the holiday break. The San Francisco Gate…
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…
Fuel Inflation and Airline Pilot Shortage
With Covid seemingly coming to and end, the demand for air travel had started coming back to life so much so that airlines are now passing on fuel charges and…
More Wage Inflation? Walmart to Add 50,000 Jobs
The Wall Street Journal is reporting that Walmart intends to add 50,000 new workers by April. Most firms are already struggling to find workers and wages in most places across…
Federal Reserve Raises Rates 1/4 Point
With no real surprise to anyone, the Federal Reserve raised rates today by 1/4 point. The stock market didn’t have any big reaction to the increase but with inflation at…