The nice part about using a quantitative approach is we don't have to ask questions when the data disagrees with our opinion. The data is the only thing that matters. As we wrap up another month for SEM's economic model, I'll give you the conclusion first – the economic data says
Tag: Economic Update
We've said it many times – when the Federal Reserve has spent too much time focusing on bailing out the stock market anytime there is a 5% drop in stocks, sometimes the market does not react like you think it would.
During the 4th quarter of last year, stocks staged a
Normal is a relative term. The definition even says "usual, average, or typical state or condition." For the past 4 years we've been living in anything but normal conditions with the pandemic, unprecedented actions to fight the pandemic (both health and economic policies), and then the fight to control the
There are certain terms on Wall Street which get thrown around quite a bit that few people understand. Even those of us who follow the market closely may not understand the meaning of the latest buzzword used to describe the market or economy. The most frequently used word this year
If you've been following the markets as long as I have nothing really surprises you. The biggest thing I've learned is the market does not always makes sense depending on what data or framework you are using. The 'consensus' focus may be different than what you believe matters most. This