The last two years has been a challenge to say the least. At SEM we've attempted to do what we always do – allow the data to drive our decisions. We've provided what we hope is a consistent, independent look at the current news moving the markets to help our readers,
When you're in the heat of the moment it is easy to get lost in the current situation and narratives. It is often useful to take a step back, look at the overall data from a different perspective and focus on longer-term trends. Last week we had four different items
Depending on how much time you spend on Twitter, Facebook, watching SEC football games, or NASCAR, you may or may not have heard or seen the expression, "Let's Go Brandon!" Here's one example from Twitter:
For some of you this might be confusing. Why would we be cheering Brandon for
Stress will always expose weaknesses. For the past 15 years I've written and spoke about our broken economy. Massive budget deficits, continued reliance on a service economy, a huge trade imbalance, over a hundred trillion dollars in unfunded liabilities (Social Security & Medicare), a massive demographic imbalance impacting our labor
Moving into the second half of 2021 I thought it would be timely to take a walk through SEM's Economic Model to give us an idea of where we stand economically. The markets are obviously pricing in a spectacular recovery and we won't know until the fall what the economy
