The stock market continues its stampede higher following the re-election of Donald Trump. The assumption is apparently everything will be awesome. I truly hope that is the case, but as I outlined the week after the election, there are several areas where I believe voters, investors, and the President-elect himself
Tag: SEM Model Update
Friday morning I had CNBC on while I made our twins' breakfast. It was the morning of the jobs report and I wanted to get a feel for the market's reaction. As is often the case one 'expert' would argue how good things are and another 'expert' would state his
A year ago, the stock market was in the midst of a 10% correction over fears the economic data was too strong, which meant the Fed was going to continue in their inflation fight. The sell-off started when the Fed hiked rates after a one meeting pause. The sell-off didn't
As a parent of 6 and grandfather to soon to be 4 grandchildren, I've used the phrase, "be careful what you wish for" more times than I can remember. As somebody who has been following the investment markets for over 30 years, I have used that phrase during a few
Is the economy growing or shrinking? Is inflation too high or coming down? Is job growth too hot or too cold? Are the markets healthy or at risk?
The answer to all of those questions is "yes*"!
Note the * which is the problem – the answer depends on your situation – what