“Bubble, baby II!” This was the comment left behind in the very last response received in our 13th annual Semaphore Confidence Survey. The comment “Bubble, baby” was my favorite economic analysis comment left a year ago. It seems some of you come back on an annual...
Last February I invited you to keep safe, wear a mask and get jabbed in the arm so we could conduct the confidence survey all over again this year. A year later the more things change… The 14th annual Semaphore Confidence Survey (click here) will tell us how prescient...
“Remember in March/April of 2020 we thought every fund portfolio would crash? The joke is on others not smart enough to be in our biz – not even a global pandemic can kill us.” That was the first comment entered in the 14th Annual Semaphore Confidence Survey. It...
“I told you last year the joke is on others not smart enough to be in our biz – not even a global pandemic or a market crash can kill us.” That was among the first comments entered in the 15th Annual Semaphore Confidence Survey. I don’t know if true, but you get...
Discover the latest insights from Semaphore’s 2024 Confidence Survey “I’ve got to admit it; it‘s getting better, a little better all the time (can’t get much worse).” With apologies to the Beatles that their music could belie our industry, this lyric...
Semaphore’s 2018 Confidence Survey Professionals in our industry seek to invest in disruptive technologies and investment markets. We all thought 2016 was a turbulent political mess. How much more disruptive was 2017? Could 2018 be even more so? From tweets to tax...