In a perfect world we could just focus on the economy and how it impacts our investments. We could just enjoy the USA Hockey victory over Canada, something that united Americans for at least a few hours on Sunday. Unfortunately our world is not perfect and politics and the divide
Tag: SEM Model Update
Watching for Shifting Currents
We’re still rolling along on our RV adventure—kicking off the week with white-water rafting on Clear Creek in the Rockies, holding meetings and working in the Denver area for three days, and capping it all off with a spirited Fourth of July on the
You may have a hard time believing it based on the stock market's reaction, but the May Jobs report was not an overwhelmingly positive development for the stock market. The gains on Friday swung the S&P 500 back into positive territory for the week and has it within
Remember when the market was terrified of its own shadow back in April? Well, the AI trade slapped a rally cap on Wall Street and dragged the major indexes back into the green. Meanwhile, Washington and Beijing are playing “Rollback Roulette,” and the President is again blasting Jerome Powell harder
It's always interesting how the narratives can shift for the stock market. From the election in November until the middle of February the story was how the "pro-business" policies of President Trump would unlock impressive economic growth, low inflation, lower interest rates, and thus higher than average earnings growth. This




