This is the time of year where we will see a plethora of summaries about the past year along with predictions on what we should expect in the year ahead. SEM has always taken the stance that these exercises serve little purpose and typically do
I'm not sure where 2021 went. Plenty will be written this week and next in the various financial publications about the year, with plenty more written about what the next year will look like. I won't waste your time looking at either of those things this week. One because a
There are many axioms on Wall Street which often are not understood by most people yet are believed to be reliable. One of those is the "Santa Claus Rally". We've heard it discussed so many times it is easy to think the market always rallies around Christmas time. This is
The Federal Reserve announced on Wednesday they were accelerating the pace of the tapering of their Quantitative Easing program. While markets were on edge after some shaky press conferences in prior months, this was already telegraphed in Congressional testimony at the end of November. Back then the markets initially panicked,
We're in the homestretch of 2021 where many people are making their plans for the new year. This is also the time of year where there are dozens of lists, articles, tv segments, videos, and social media posts with an opinion of what the year ahead will look like. 2022
