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,
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
Another month is in the books, and we now have another month of data to look toward to help us find trends in the market cycle. There weren’t any notable headlines or events last week that would have an impact on where the market was moving, so there isn’
Our brains are fascinating mechanisms. The way we process information is far more complex than any computer can model. One of the biggest areas we focus on at SEM is understanding how we process data. A key thing everyone needs to understand is it isn't the absolute number, but rather
Our brains are programmed to only factor in events we've either experienced or have studied. There's nothing wrong with that, but it's something we all need to understand as we deal with something NOBODY has experienced. Despite the best efforts of stock market "experts," we also have never seen anything
