The great COVID experiment has begun. As we enter the 8th week since the US Coronavirus panic began, some states have begun to open back up. While not a controlled experiment with a ton of different variables coming into play, in four weeks we will at least have some data
With the stock market calming down somewhat and the country looking at the next phase of the crisis, I wanted to take some time to walk through what we are seeing in the economy, the stock market, and SEM's investment models. I know many advisors and investors alike have questioned
At the beginning of October, I pointed out the sensationalism of the financial media when they pointed out how the ISM Manufacturing Index posted the worst number in 10 years. It was only 0.2 lower than the previous 10 year low. After a rebound in October, the ISM Manufacturing
The stock market is attempting to stabilize, but the economic indicators continue to point to a slowdown. In this brief economic update I highlight what the DATA is saying along with ideas on what you should be doing to prepare for what could be a big move up or down.
After 25 years of following the financial markets every day, you’d think I’d grow used to the sensationalized headlines of every single market move and every single economic data point. Today the financial media was reminding us that the ISM Manufacturing data released this morning showed
