Follow up: NY Times-“The evidence that high inflation is coming is weak”.
It takes a special kind of expert to be wrong more often than a coin flip. Here, the NY Times tells us in Feb 2021 that inflation will remain low…
Business Oops: How could anyone have seen SVB’s collapse coming?
Raging Ventures saw it coming and posted the details on Twitter on January 18, 2023, two months in advance of the collapse. Why were Federal banking regulators hibernating all winter?
Demographics, Economy: Subscriptions everywhere
In a low fertility rate, declining population growth and eventually shrinkage, businesses can no longer depend on the traditional expanding market for their products. Instead, we move from the purchase-and-ownership…
Follow up: “The winter COVID wave that wasn’t”
Despite projections the U.S. could see more than 100 million COVID-19 cases this fall and winter, the country did not experience a true winter wave for the first time. Source:…
Follow up: Forbes says SVB one of America’s Best Banks
And did this just 3 days before the bank collapsed. Experts rule! Seems likely that SVB will be declared “Too big to fail” and taxpayers will bailout the bankers and…
Follow up, Economy: How to turn $320/share into $0/share using this one weird trick
The trick is to listen to Jim Cramer – who pushed SVB stock just a month ago. Today the company is no longer in business. Cramer is an investment clown…
Demographics: How worker shortages are affecting everyone
A good Bloomberg article on the labor shortage, the demographic problem shrinking our labor pool, and the reality of what will probably be done.
Public health and political officials accountable?
In April 2020, we wrote: ‘Lockdown is going to bankrupt all of us and our descendants and is unlikely at this point to slow or halt viral circulation.’ So it…
Economy: Inflation Adjusted Housing Prices
Source: Inflation Adjusted Housing Prices For most of the 20th century, inflation adjusted home prices remained mostly steady. Remarkable, isn’t it? Real estate has been a hedge against inflation –…
Business: Businesses pushing “premiumization” to squeeze more from customers
They are doing a mix of practices attempting to persuade you that their products or services are a “premium” offering to which you should pay more. Airlines did this by…