The first week of October was exhausting. We saw so many market moving headlines crossing throughout the day it was hard to see a common theme. After having some quiet time to replay the past 7 days and look at some key data points and Wall Street research reports, we
Tag: SEM Model Update
2020 just keeps on giving us more and more crazy news. With the President dealing with COVID19 along with a large number of people from his administration and members of Congress, the market and economy has yet another unknown to deal with. We don't like dealing with unknowns and will
Stocks are a forward looking mechanism. That is drilled into our heads constantly. It means stock market participants are constantly looking ahead at what the future will look like and then assign a "fair" price today to whatever you think the future will hold. The problem with that method is
20 weeks ago, Congress came together and passed a wide-ranging, 800+ page, $2.2 Trillion legislation called the CARES (Coronavirus Aid, Relief, and Economic Security) Act.
15 weeks ago, the House passed the 1800+ page, $3 Trillion HEROS (Health and Economic Recovery Omnibus Emergency Solution) Act. The Senate did not
I'm not sure if the 3 day weekend in celebration of Independence Day was welcome given how different this July 4 was than all the others in my lifetime. I love our country so much, but I found myself needing to stay busy over the 3 days because every time