Japan Inflation
Economic data for Tokyo, Japan came out over night and we are a bit bewildered. It seem inflation is up in some areas but not in others. Let’s take a…
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,…
Brazil Inflation Continues To Climb
Economic data out of Brazil shows inflation continues to climb. Why is this important? Brazil is the 9th largest receiver of US exports. Approximately 3% of exports go to Brazil…
Happy Thanksgiving
From Econonaut.com we want to extend our warmest wishes to you on this Thanksgiving holiday. We have many things to be grateful for this year. Despite the pandemic, our families…
More Inflation On The Way!
There was a slew of economic data that came out on Wednesday but with the Thanksgiving Holiday upon us it was hard to get a post out so we’ll make…
Supply Chain Woes – Covid Vaccine Mandate In January 2022 For Truckers Mexico/Canada
We were catching up on our supply chain news and came across this informative article from Freight Waves. The article points out that the Biden Administration has mandated truck drivers…
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…
Mexico Retail Sales Down
Fresh economic data is like fresh fruit to a sailor! We need it to stop the scurvy. As we suspected, inflation is taking its toll on retail sales in Mexico.…
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…
Extrapolating Boomers, Big Pharma and Profit
Continuing with our thesis that 70 million boomers will radically transform the American business landscape, we decided to take a look at big pharma through the boomer lens. We headed…