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
The S&P 500 closed the week above 5000 for the first time in its history. After stumbling to start the year, this is the 5th straight positive week for the mega-cap growth heavy index.
I was once again back at the Liberty University School of Business, this time
