Last week was a good reminder that while things were looking brighter for us economically, we still weren’t fully out of this mess. Perhaps the biggest sign of our complacency has led us to the CDC reversing course on mask mandates, once again recommending masks for people indoors regardless
Over the last year, we've seen people be overly optimistic and overly pessimistic with their market forecasts.
We're dealing with an unprecedented situation – we've never seen the amount of money dropped on the economy like we've seen the last 15 months. However, Wall Street is still making these confident forecasts
Last week, I mentioned being cautious about reading into market moves over the summer. It doesn't mean we can't completely ignore what is happening. Losses are losses and gains are gains. I highlighted 3 Themes that are worth watching. This week, the market is conflicted with two of the themes
Summers are typically the time in the markets where it is difficult to get a read on the direction of the investment markets. With large amounts of decision makers and clients on vacation you typically do not see much in the way of large allocations to help us determine the
Moving into the second half of 2021 I thought it would be timely to take a walk through SEM's Economic Model to give us an idea of where we stand economically. The markets are obviously pricing in a spectacular recovery and we won't know until the fall what the economy