The latest edition to SEM's Investment Management team, George Moore (introduced below), asked me earlier last week if I needed him to find some charts or data for the blog article I was writing. I told him my process varies based on the markets, my week, and sometimes my
Things are always changing. Depending on your level of restlessness or adaptability that could be a good or a bad thing. For me, it simply depends on what is changing. I would certainly be okay if the weather decided to stop being 100 degrees every day for
Everyone is still hyper-focused on AI as the return of AI growth mania has taken over the stock market once again. April was the best month for stocks since 2020 as the still on-going Iran War has been pushed to the backs of most people's minds (other
As the East Coast spent the week chipping away at layers of ice, markets were digging themselves out from a freeze of their own — a hard freeze of expectations. Big tech earnings, a no‑surprise Fed decision, and a new Fed chair nominee all hit at once, cracking the surface
Last week the stock market got what it wanted. A month ago, it looked like it wasn't going to get its wish. Then a surprising twist happened and suddenly the market appeared to get everything it was asking for. Just the thought of receiving this Christmas wish was enough
