Not that there was any surprise, but last week President Biden and former President Trump "officially" became the winners of their party's nomination, so the rematch is set. Like most election years I'm already hearing from clients and advisors wanting to "wait until after the election" to make any investment
Tag: Musings
The nice part about using a quantitative approach is we don't have to ask questions when the data disagrees with our opinion. The data is the only thing that matters. As we wrap up another month for SEM's economic model, I'll give you the conclusion first – the economic data says
Following the release of the Fed's 'preferred' inflation measure Personal Consumption Index (PCE) Price Deflator last week, both the bulls and the bears had something to point to to make their case. The bulls highlighted the continued decrease in the year-over-year inflation levels (now 2.4% versus 5.2% a
Working with thousands of clients across the country we receive quite a bit of commentary forwarded by clients to their advisors and then to SEM. No matter the current market environment there always seems to be a group afraid of missing out on the upside and another afraid of the
Despite a one-day scare last week, the stock market closed the week near its record high. The 'scare' came in the form of an increase in the rate of inflation. This threw cold water on the thought the Fed would slash interest rates up to 6 times for a total