As US-based investors, we spend the vast majority of our time focusing on things happening in our country. While we have a little less influence in the world than we did 20 or 30 years ago, the US still dominates the global economy so this makes sense. However, US-based companies,
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SEM has been around for over 30 years, and we have received requests for customized investment solutions. More recently, we've been asked for some kind of faith driven investment model. In this video, SEM Portfolio Manager, Jeff Hybiak explains what faith driven investing is and how
It’s hard to believe it’s been 22 years since the terrorist attacks on our country. Today we take a break from the market and economic discussions to reflect on today’s somber anniversary.
Have we forgotten what happened 22 years ago?
(This post was originally published September 10,
Out of respect for the lives lost on 9-11-01 we're taking a break from the Musings this week.
We have the usual market/model updates below along with some market charts. We'll save any commentary for next week.
On the 10-year anniversary of the terrorist attacks, I posted a reflection
One of the comments following the jobs report last week was, the labor market is 'normalizing'. That led me to question, 'what is normal?'
We completely shut down the physical economy in 2020 to fight a global pandemic. Congress and the White House (from both political parties) voted to