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Perpetual Bailouts

By Jeff Hybiak, CFA • December 10, 2019 • 0 Comments
Perpetual Bailouts

There are a lot of things that create bubbles, but the primary driver behind all of them is our emotions. Our brains are programmed to both assume what has happened recently will continue to happen and to only watch for scenarios they believe are possible. I've called this current bull

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Chart of the Week,Fed Balance Sheet

How do you manage taxes in your client portfolios?

By Jeff Hybiak, CFA • December 05, 2019 • 0 Comments
How do you manage taxes in your client portfolios?

It's that time of year again we all dread. I'm not talking about the dozens of Christmas parties we all seem to be invited to, or heading to the mall to pick out presents for our kids or grandkids that may or may not be played with, or even figuring

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Taxes

Now we have the worst number in 10 years!

By Jeff Hybiak, CFA • December 04, 2019 • 0 Comments
Now we have the worst number in 10 years!

At the beginning of October, I pointed out the sensationalism of the financial media when they pointed out how the ISM Manufacturing Index posted the worst number in 10 years. It was only 0.2 lower than the previous 10 year low. After a rebound in October, the ISM Manufacturing

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Chart of the Week,SEM Model Update,Economic Update,Manufacturing,economic growth

Rewarding Bad Behavior

By Jeff Hybiak, CFA • November 25, 2019 • 0 Comments
Rewarding Bad Behavior

Stocks have been going crazy since the Federal Reserve stepped in to once again help the banks meet their obligations. While Fed Chairman Jerome Powell has said the current operation is "not Quantitative Easing", whatever it is it is having a significant impact on attitudes towards risk in our financial

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Chart of the Week,Fed Balance Sheet,Quantitative Easing

Will the Fed Squash Growth?

By Jeff Hybiak, CFA • November 20, 2019 • 0 Comments
Will the Fed Squash Growth?

I've often said if I had to pick just one Leading Economic Indicator it would be Building Permits. If you've ever bought a house you know first-hand how much you personally stimulate your local economy. If it was a new home you've already provided jobs to the contractors and the

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Chart of the Week,Housing,Federal Reserve
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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.

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