The markets are open Tuesday – Friday this week, so SEM is open. For the first time I can remember, I am working the last week of the year. It is typically a very quiet week for the markets as well as in our office as many people take this
2016 started with angst & ended with a euphoric rally as investors hoped the election results would lead to significantly higher economic growth. Is this hope unfounded? What should we be paying attention to in 2017? What should investors expect 2017 to look like? All of these can be answered
It’s the time of year where portfolio managers and investors alike are in a festive mood, which typically leads to a nice rise in the market. The so-called “Santa Claus” rally typically begins the week before Christmas and then carries into the new year. Whether it
The market is pricing in a perfect execution of Donald Trump’s positive plans and ignoring any possible negative outcomes despite his inconsistent behavior. Many are expecting a return of the Reagan years without factoring in the differences between the situation Ronald Reagan inherited relative to the situation
The Federal Reserve raised interest rates this week for the first time in a year. Unlike previous expectations of the Fed pulling back their “stimulus”, the market has not only shrugged its shoulders, but rallied in the face of these rate hikes. This is a welcome development as
