Uncertainty is the best word to describe the current outlook for the economy, stocks, bonds, and everything else in our world. Yet we continue to hear from 'experts' confidently declaring that they know what the next few weeks, months, or even years will look like. Often times you will get
Tag: Trade War
In times of chaos, it is important to have a well-designed, battle tested plan. I don't know how better to describe the last week and a half other than pure chaos. That isn't a statement about my opinion of the swirling news alerts, the policies implemented, or the people who
After years of minor battles, last week the Trump Trade War exploded across the globe with his "Liberation Day" announcement on Wednesday afternoon. On day 1 in office he signed an order to study all trade agreements with a due date at the beginning of April. We knew the day
Nobody likes going through anything uncomfortable. That's just human nature. This is also true when investing.
Over the long-term, stock market returns have averaged around 10% per year. This is true whether you go back to 1990, 1950, or even 1926. When you start investing the 10% sounds great. What
Everything becomes more clear as we gain the benefit of hindsight. My experience and SEM's use of quantitative models which remove emotion from the decision making certainly makes it a bit easier for me to see things a bit more clearly in real-time, but I am also human and there