Since February economists have been predicting the declining trend in inflation the past several years to reverse higher due to the on-going trade war. That has not been the case. There are several reasons for this, starting with companies "front-loading" their inventory starting in December of last year to get
We officially hit the road last week for our 45-day cross-country RV adventure to celebrate our twins' high school graduation, and after swerving around construction barrels and potholes on I-90 through Illinois - smooth for
There were many times in 2023 & 2024 where I sat down to write the blog and I thought, "how many different ways can I say the same thing?" Back then it was all about the mega cap stocks (eventually named the "Magnificent 7" or "Mag 7") and how they
Markets move in cycles. This is obvious to anybody who has tracked the market for more than a few years. Part of each cycle is the "driver" of the move (up or down). The bulk of 2023 and 2024 was on mega-cap tech stocks and AI in particular. Following the
Everything becomes more clear as we gain the benefit of hindsight. My experience and SEM's use of quantitative models which remove emotion from the decision making certainly makes it a bit easier for me to see things a bit more clearly in real-time, but I am also human and there
