Latest Insights on SEP
Most of Wall Street Is in Agreement, Which Is a Bad Thing
January 18, 2017 Stocks
Markets rarely perform as everyone expects them to do. I believe we’re in for an amazing roller coaster ride in 2017, and if you like trades that deliver quickly, you’ll want to be a part of it. Russia Will Roar in 2017
January 4, 2017 Investment Opportunities
American mood toward Russia has morphed — or, at least, the Republican view has morphed. And that’s where we have an opportunity as investors. Welcome to the Year of Russia. 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.