Buying the dip has once again worked (for now). This has invigorated stock investors as we've seen money pouring back into stocks the past two weeks. At the same time, bond investors are running for the exits leading to the question of, who is right? Who do you want to
Tag: inflation
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,
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:
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For some of you this might be confusing. Why would we be cheering Brandon for