The confidence some prognosticators have in their outlook and advice they give on television never ceases to amaze me. Of course, they aren't held responsible by their clients and advisors for their advice. Regulators do not force them to document and disclose the performance of their advice. And most importantly,
Tag: inflation
I've been receiving a lot of questions lately about the current economy. I answered some of the big questions in the latest SEM University:
- When will we get back to "normal"?
- What about inflation?
- What in the world is infrastructure?
- Do politicians really impact the economy?
- What does
As a financial engineering firm, our focus is on data and how it relates to history. This makes it easier to avoid hyperbole and getting sucked into the latest overreactions in the media and financial markets. As investment managers it has been critical to our nearly 30 years of success
Depending on how much time you spend on Twitter, Facebook, watching SEC football games, or NASCAR, you may or may not have heard or seen the expression, "Let's Go Brandon!" Here's one example from Twitter:
For some of you this might be confusing. Why would we be cheering Brandon for
The market doesn't seem to be doing too bad.
Versions of this comment have been used at least a dozen times in the past month in meetings with clients and advisors. The fact stocks have remained near all-time highs despite some major economic headwinds can indeed be viewed as good