When market news is noisy, as it is today, I find it better to say less. This allows us to focus on the bigger picture and highlight the most important things. This week we are looking at some developing risks that threaten the bull market, starting with our most trusted
When we were young parents with 4 kids age 6 and under, we had to implement some rules that might seem odd to anyone who didn't have multiple young children. Some of those rules were for words we shouldn't say......words that sometimes mommy and daddy might be heard saying.
Officially the economy grew at a 4.3% rate in the 3rd quarter and by some estimates may (officially) grow at a 5.3% rate in the 4th quarter. You would think we'd see all of the leading economic indicators humming along, but other than stock prices and the money
The labor market continues to show signs of strain. While the headline payroll number didn’t move much, digging into the details reveals a troubling trend. Job growth has essentially stalled over the last three months......something that historically happens just before or during a recession. We’re not
Stocks kicked off last week at record highs, fueled by optimism that the four key risks SEM outlined in our latest quarterly update—Trade War, Economic Slowdown, Debt & Deficit, and Geopolitical Conflict—were finally fading from the headlines.
That
