Do you ever wonder what the history books will say about 2020? How much space will really be dedicated to the last few months? I often think about that as I study history. Think of how relatively little space was dedicated to the Civil War or World War I back
The stock market is capable of ignoring a lot of things. Since the economy began to re-open it has made a huge move higher. This is despite the fact the STRUCTURAL damage done by the economic shutdown has pushed the weak businesses and consumers over the ledge. This was bound
Given all the uncertainty we are facing in 2020 and beyond, the value of SEM's Behavioral Approach has become apparent. This short webinar discussed how investor emotions determine stock prices, behavioral biases we face as humans, and how our approach has us prepared for the unknowns ahead.
It's rare I'm at a loss of words. After watching the violence unfold across the country over the weekend, it's not that I'm at a loss of words I just don't know how to put them together into something that is coherent. Racism is wrong. We should all be angry
Being a data driven, scientifically-minded investment manager, we've always been uncomfortable making decisions that did not have a solid basis. Our study of behavioral finance and market history, as well as nearly three decades of experience managing money tells us our brains often can play tricks on us. This realization
