SEM Trader's Blog logo
Toggle navigation
  • Home
  • Presentations
  • Nerd Links
  • Subscribe
  • Contact

Work Becomes Pointless (Our Problems with Work) - Part 6

By Courtney Dent • June 25, 2025 • 0 Comments
Work Becomes Pointless (Our Problems with Work) - Part 6
"So I hated life, because the work that is done under the sun was grievous to me. All of it is meaningless, a chasing after the wind." - Ecclesiastes 2:17

As we continue our study through the book, Every Good Endeavor, we're still in the section titled, "Our Problems

Continue Reading
Cornerstone,Every Good Endeavor

Roadblocks Ahead - MMM v6-25

By Jeff Hybiak, CFA • June 23, 2025 • 0 Comments
Roadblocks Ahead - MMM v6-25

Markets vs. Bison

Last week our family’s cross-country graduation road-trip covered more ground than a newly launched meme coin— from shopping at the Mall of America to white-water rafting the Yellowstone River. Somewhere between the world’s only Corn Palace and the granite faces of Mount Rushmore I was

Continue Reading
Musings,Federal Reserve,Congress,Budget Deficit

What's Priced In? - MMM v6-24

By Jeff Hybiak, CFA • June 16, 2025 • 0 Comments
What's Priced In? - MMM v6-24

A Market Built on Best-Case Assumptions

🚐 On the Road Again... and So is the Market

We officially hit the road last week for our 45-day cross-country RV adventure to celebrate our twins' high school graduation, and after swerving around construction barrels and potholes on I-90 through Illinois - smooth for

Continue Reading
Musings,Federal Reserve,inflation

His Treasure: A study through the Sermon on the Mount (Part 6)

By Courtney Dent • June 11, 2025 • 0 Comments
His Treasure: A study through the Sermon on the Mount (Part 6)

Back in April, we took a deep dive into our motivations. As followers of Christ, we shouldn't be chasing applause or recognition from the world. Instead, our eyes should be focused on seeking God's approval and His reward. This month, we're going to be taking it a step further. It's

Continue Reading
Cornerstone,Impact,Sermon on the Mount

More Questions than Answers - MMM v6-23

By Jeff Hybiak, CFA • June 09, 2025 • 0 Comments
More Questions than Answers - MMM v6-23

You may have a hard time believing it based on the stock market's reaction, but the May Jobs report was not an overwhelmingly positive development for the stock market. The gains on Friday swung the S&P 500 back into positive territory for the week and has it within

Continue Reading
Musings,SEM Model Update,Economic Update
Page 1 of 157

SEM Market Update

Tactical
Dynamic
Strategic

About the Blog

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​

Follow

Most Popular Posts

Modern Day Golden Calves - Cornerstone Impact Update
June 02, 2021
Is that DocuSign email legit?
March 28, 2024
"Do not let your political opinions....." - MMM v5-48
November 25, 2024
Recalibrating - MMM v5-39
September 23, 2024
These criminals want to fatten you up before taking your money. Don't let them.
October 23, 2024

Recent Posts

Work Becomes Pointless (Our Problems with Work) - Part 6
June 25, 2025
Roadblocks Ahead - MMM v6-25
June 23, 2025
What's Priced In? - MMM v6-24
June 16, 2025

Common Tags

Musings
272 posts
Chart of the Week
237 posts
Cornerstone
100 posts
SEM Model Update
87 posts
Federal Reserve
83 posts
Economic Update
73 posts
Impact
61 posts
Presentation
52 posts
Valuations
48 posts
inflation
45 posts
More...

Disclaimer

This site is for INFORMATIONAL PURPOSES ONLY. The comments and posts published in the SEM Trader's Blog ARE NOT investment recommendations. They can NEVER be considered as trading calls or advices. If you decide to use the information offered here for your real trading it is at your own risk. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management.

Opinions expressed at www.semwealth.com and tradersblog.semwealth.com are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to the Models page on our website, which contains details about the performance calculations for each of our investment models.***

There is no representation made as to the future results of SEM's programs or if they will be profitable.

For additional information about the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).

Copyright © 2025, SEM Trader's Blog. All right Reserved.