Stocks kicked off last week at record highs, fueled by optimism that the four key risks SEM outlined in our latest quarterly update—Trade War, Economic Slowdown, Debt & Deficit, and Geopolitical Conflict—were finally fading from the headlines.
That
Like a sprinter who suddenly finds a moving sidewalk underfoot, the market raced through the last full week of July with an extra jolt of speed it didn’t seem to need. Hints of a tariff truce with Europe, fresh
Last month, we explored Ecclesiastes and how, in a broken world, our work can feel meaningless. This month, we're turning to the opening chapters of Genesis and the book of Esther to uncover another challenge: work can become selfish.
This builds on the previous discussion of how work often feels
We wrapped up our 6 week cross-country circuit last week. What was supposed to be a relaxing week in Myrtle Beach was derailed by an extremely busy week for the markets.
Here's a wrap-up
No sooner had we published our Summer Newsletter highlighting the risks Wall Street is ignoring than one of those risks floated straight to the surface. In early April, President Trump spooked markets when he announced a very long list of
