January 2024 CPI, A Closer Look
We’ve been playing around with AI tools and we asked ChatGPT to read the recent BLS CPI release and create a chart from the data and something struck us immediately…
Jan 2024 – Social Security Enrollments
The social security office released the January 2024 snapshot and it’s a huge jump in enrollments. For January 2024, there were 140,000 new social security enrollees over the age of…
BLS: CPI January 2024
January inflation report came in hotter than expected and it’s not a surprise because we know that millions of baby boomers are retiring each year depleting the labor force but…
Nvidia vs Cisco
Back in August, we wrote this post wondering if Nvidia is the new Cisco stock of the 21st century given it’s stratospheric rise so let’s take a look at a…
No Nurses, No Hospitals
We have spoken a great deal about labor shortages and the coming baby boomer demographic time bomb but today we’re going to focus on the real life consequences and impacts…
No Rate Cuts in March!
By now everyone knows the Fed is not planning on rate cuts in March but most people don’t understand what’s going on right now but we continue our theory. Demographics…
DIVOS™ Trade: GILD – Gilead Sciences
In Our 2024 Investment Strategy for Equities, we introduced our DIVOS™ strategy and during this today’s market turmoil, we initiated a very small position in GILD (Gilead Sciences) and intend…
State of The Economy
The S&P 500 reached all time highs on Friday so what is the real state of the economy? We dug thru various sets of data to try to figure it…
Irrational vs Solvency
There is a famous quote attributed to John Maynard Keynes, “Markets can remain irrational longer than you can remain solvent.” It’s one of the reasons we end our post with,…
Dec 2023 – Social Security Enrollments
The social security office released the December 2023 snapshot number so we now have a complete picture of social security enrollments for the entire year of 2023. The total enrollments…