Throughout the last 37 weeks I've been providing musings each Monday summarizing what I'm seeing in the investment world. Some of them have been quite long and wide-ranging, others have been fairly brief. This week, there is A LOT of news we could talk about, but I kind of wonder
As we should expect in 2020, the results of the election have left an unclear picture about what happens next. The webinar below discusses:
For the second week in a row we are greeted with some very positive COVID-19 vaccine results. Don't mistake the rest of the article as me not being extremely excited about this development. As I've said from the outset, I have full confidence in the American people, our scientists, and
This morning we woke up to some encouraging news on a Coronavirus vaccine. 35 weeks after the US began to panic, it seems investors/speculators are banking on a huge economic comeback. We'll leave the speculation to them and stick to the data.
A quick assessment from SEM founder and CEO Rick Gage on the current market action and SEM's positioning/response:
The pre-election sell-off last week was interesting in that Treasury Bonds did not rally as they typically do when there is a “risk-off” trade. It will be something to keep on
