-Every bear market is different.
-Every bear market is the same.
These statements are not mutually exclusive. I'll explain after this week's talking points.
Last week, I discussed what we should expect from a bear market. At SEM we don't make the big bold "we're in a bear market" call
Availability Bias: a heuristic (mental shortcut) where the easiest to recall experiences are used to make decisions. This is often the most recent experiences or traumatic events (core memories).
I was searching through the Trader's Blog archives for times we discussed Availability Bias, which is frequently referred to as "recency
Throughout May the fear for many market participants was the US economy was heading into a recession. Last week, stocks and bonds staged an impressive rally with the riskiest of assets rallying the most. The justification from market commentators was interesting.
I used to manage individual stock portfolios......back in the 1990s. I described myself as a Warren Buffett/Peter Lynch style manager. Buy companies you understand with good business models selling products people want at a fair price. This was the philosophy I followed. I felt like I was a
In 2021 a handful of different catalysts helped the stock market have another strong year. So far in 2022, not only have all those catalysts disappeared, but new obstacles have jumped up that have taken many investors by surprise.
In this SEM University, SEM Portfolio Manager, Jeff Hybiak discussed what
