Inflation is one of the most difficult things to understand. I won't spend the time this week trying to explain it. After week's of blog word counts which got completely away from me, I'm trying to keep my portion brief this week. Last week I delivered my
Do you know what you do in August in Arizona? You start power ranking months because there is nothing to do in August in Arizona unless you want to lose your sanity. And surprise, surprise, August finds itself dead last in my rankings. If you have any outside activities to
We were in Arizona last week and had the opportunity to be a tour guide to somebody who had never visited the Southwestern US. The whole week she was in awe about the beauty and how much you can see. The cover image today was the sunset on our last
Last week I laid out the main talking points I have been using on advisor calls: the AI buildout is getting more expensive, the new Fed Chair appears serious about inflation, inflation itself is showing signs of becoming more structural, and despite all of that, earnings growth and the economy
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
