Latest Insights on SEP
Don't Bet on This Stock Market Rally
December 9, 2016 Investment Opportunities
Stocks have enjoyed a nice rally to record highs over the past month, leaving traders worried they have missed out. But is it wise to jump on this rally? The New Labor Wars
November 29, 2016 U.S. Economy
Labor strikes were relatively common 30 or so years ago. They’ve become increasingly uncommon since. But we may be on the verge of a reversal in that trend. The Answer to Rising Inflation
November 22, 2016 Bonds, U.S. Economy
Remember in the 1980s when interest rates were at an ungodly 20%? Thirty-seven years from today, we may look back on 2016 in the same way … as the year inflation truly bottomed. The Fed’s Disastrous Gift
November 5, 2016 Government & Politics
The October jobs report may have given Yellen the green light for a December rate hike … well, assuming that the market doesn’t implode after the presidential election. Beware Robots Bearing Beer
October 31, 2016 U.S. Economy
For the first time ever a self-driving truck completed a commercial delivery last week. With real jobs on the line, we can no longer relegate robots and A.I. to the realm of science fiction.