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His People: A study through the Sermon on the Mount (Part 2)

By Courtney Dent • February 12, 2025 • 0 Comments
His People: A study through the Sermon on the Mount (Part 2)

Just before the Sermon on the Mount, Jesus says in Matthew 4:17b, "Repent, for the kingdom of heaven is at hand." Last month, we talked about why the decision to follow Jesus (or not follow Jesus) is so important – it has an eternal impact! For this month, we're going

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Cornerstone,Impact,Sermon on the Mount

Quieting Down? - MMM v6-6

By Jeff Hybiak, CFA • February 10, 2025 • 0 Comments
Quieting Down? - MMM v6-6

Relatively speaking, last week was fairly quiet. We did have some Trade War 2.0 whiplash on Monday and early Tuesday and again on Friday, but based on the past month it was nice to focus less on the latest Truth Social post from the President and more on the

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Musings,Trade War,Economic Update

Expect Volatility - MMM v6-5

By Jeff Hybiak, CFA • February 03, 2025 • 0 Comments
Expect Volatility - MMM v6-5

On Monday Nvidia lost $589 BILLION on market cap, a new record. Nvidia alone accounted for 2/3 of the drop in the S&P 500 index. We have discussed the lack of diversification and concentration risk in the S&P 500 occasionally the last couple of years.

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Musings,AI,Trade War

An Ambitious Week - MMM v6-4

By Jeff Hybiak, CFA • January 27, 2025 • 0 Comments
An Ambitious Week - MMM v6-4

I've been managing money in the markets for over 30 years. We've had several periods of time where it was necessary to follow the news all day long. Nearly all of those times were due to some sort of crisis, whether it was the Asian currency melt-downs in 1997 and

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Musings,Trump,Executive Orders,Politics,Debt Ceiling,Budget Deficit

The Design of Work (God's Plan for Work) - Part 1

By Courtney Dent • January 22, 2025 • 0 Comments
The Design of Work (God's Plan for Work) - Part 1

Work takes up a large portion of our lives. As Christians, we want to make sure we're integrating our faith into all areas of our life. That's why we want to take this year to go through the book by Timothy Keller, "Every Good Endeavor". Through this study, we will

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Cornerstone,Every Good Endeavor
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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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