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Advocate for change: Engage

By Courtney Dent • August 17, 2022 • 0 Comments
Advocate for change: Engage

There are three mandates for biblically responsible investing: avoid, embrace, and engage. In April, I wrote a blog going deeper into the avoid mandate:

What are you profiting from?
> Treasures gained by wickedness do not profit, but righteousness delivers fromdeath. - Proverbs 10:2Do you truly know what you
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Cornerstone

End of Inflation? - MMM 3-32

By Jeff Hybiak, CFA • August 15, 2022 • 0 Comments
End of Inflation? - MMM 3-32

Inflation is dead.......at least that is what you would think by watching the stock market the past two weeks. In reality, the pundits are saying we have seen "peak inflation". They are absolutely right (hopefully). However, that doesn't mean we are done having to worry about inflation.

The source

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Musings,inflation,Federal Reserve

Conflicting Data - MMM 3-31

By Jeff Hybiak, CFA • August 08, 2022 • 0 Comments
Conflicting Data - MMM 3-31

Talk about conflicting data points. Two weeks ago the data told us we just had our second consecutive decline in economic output (which used to be how we defined a recession). Last week, we learned the labor market fully recovered all of the jobs lost during the short pandemic recession.

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Musings,Economic Update,Jobs,Yield Spread,Fed Balance Sheet,Federal Reserve

Fear, Doubt, and Faith in the Messiah: A Study Through Matthew (Part 8)

By Courtney Dent • August 03, 2022 • 0 Comments
Fear, Doubt, and Faith in the Messiah: A Study Through Matthew (Part 8)

So far in the Gospel of Matthew, we've seen the beginnings of Jesus' ministry; however, we haven't really seen Him rejected. At the end of chapter 13, which we discussed in July, we hear about Jesus being rejected at Nazareth, his hometown. This month, we're going to see faith being

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Cornerstone,Impact,Matthew

Is it over? - MMM v3-30

By Jeff Hybiak, CFA • August 01, 2022 • 0 Comments
Is it over? - MMM v3-30

The S&P 500 just posted its best month since November 2020. This has led many market 'experts' to declare the "Bear Market" over, marking it up as just a temporary bump in our recovery from the pandemic. The month closed with another impressive week, which included yet another

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Musings,Market Returns,SEM Model Update,Personal Income
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The purpose of SEM’s Traders Blog is to provide simple explanations about the current market environment. It is designed to give advisors talking points about the market and for individual investors to better understand what is happening.

Each week SEM posts a Chart of the Week to illustrate one aspect of the market in a different way than you might hear in the mainstream financial media. Throughout the week other posts will be made depending on the volatility, news events, or changes in SEM’s Scientifically Engineered Models​

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Advocate for change: Engage
August 17, 2022
End of Inflation? - MMM 3-32
August 15, 2022
Conflicting Data - MMM 3-31
August 08, 2022

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