US JOLTS Report – Is it the boomers?
Yesterday the US Jolts reported, Job openings were little changed at 10.4 million on the last business day of September. Hires and total separations were little changed at 6.5 million…
The Case For Long Term Deflation
If we define “inflation” as the rise in cost of wages, goods and services then deflation is the drop in cost of wages, goods and services. For many years prior…
Mexico Central Bank Raises Interest Rates
While there is speculation that the US Federal Reserve may raise interest rates sometime next year there is already growing pressure with the U.S. major trading partner Mexico. On Nov…
The Case For Long Term Inflation
The Case For Long Inflation While the fed claimed inflation would be “transitory” many people rightfully blamed the fed for inflation because of ultra low interest rates and “central bankers…
U.S. Inflation – What’s up with cows?
Yesterday we took at inflation around the world and we didn’t like the numbers we saw and today the BLS released consumer inflation data and we don’t like those numbers…
Global Inflation vs National Inflation
We read a whole lot of information from a variety of sources including economic data from governments around the world, journalists and economic bloggers and the debate amongst many seems…
Demographics: Businesses Dropping College Degree Requirements
The Wall Street Journal today had an excellent article by Lauren Webber and Chip Cutter about the growing difficulty businesses are having filling open positions. The article covers things employers…
BP reports Q3 earnings
On November 2, 2021, oil giant bp reported earnings which failed to be spectacular in our opinion however the interesting news from the conference call provided some useful insight into…
The Open Economic Sea
In our first three port of calls we discussed the changing demographics of America, the projected shortfalls and surpluses of the job market in 2030 and how businesses need to…
Demographics: Farmers, Boomers and Business
We have been hard at work looking at demographic information and trying to put together a navigation and treasure map. Our goal is to find investments that will help produce…