The financial media likes to throw around a lot of Wall Street jargon as it makes it easier to tell the story of what they see happening in the markets. We've talked many times about the way they use a 20% threshold to determine whether or not we are in
Is the economy growing or shrinking? Is inflation too high or coming down? Is job growth too hot or too cold? Are the markets healthy or at risk?
The answer to all of those questions is "yes*"!
Note the * which is the problem – the answer depends on your situation – what
Throughout the 2023-2024 rally we've had two competing sides. The bulls have argued the gains have been justified because earnings, especially in technology companies have been accelerating. The bears have countered that even with the technology earnings increases, overall market valuations are hitting levels only seen during the end of
With summer unofficially starting this past weekend, election season is heating up. Every election always seems to be more important than any other, which leads to a wide range of emotions. Our role at SEM is not to sway anyone's opinions or worse, to guess what the outcome of the
Last week the S&P 500 hit another all-time high with the Dow closing the week above 40,000 for the first time. The catalyst for the move was a "better than expected" CPI inflation reading. The "surprise".........
CPI increased by 0.3%.
The expectation was......
0.4%
0.