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Many paths to all-time highs

By Jeff Hybiak, CFA • August 19, 2020 • 0 Comments
Many paths to all-time highs

The S&P 500 index hit an all-time record high on Tuesday. Many people are celebrating what is officially the shortest bear market in history. A typical bear market sees stocks losing 35-55% over 12-18 months and then taking 5-8 years to fully recover those

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Chart of the Week,bull market

Cornerstone Impact Update - COVID, Amazon, and Resources

By Courtney Dent • August 18, 2020 • 0 Comments
Cornerstone Impact Update - COVID, Amazon, and Resources

We love working with our Cornerstone partners! This month's update focuses on ways our partners are speaking out on important topics.

Eventide

The Chief Investment Officer for Eventide funds, Dr. Finny Kuruvilla has one of the most impressive resumes for any of our portfolio managers. In our office, we

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Cornerstone,Impact,COVID-19

Focusing on the Big Picture - MMM Week 23

By Jeff Hybiak, CFA • August 17, 2020 • 0 Comments
Focusing on the Big Picture - MMM Week 23

As we go into the 23rd week since the COVID19 panic began it's hard to get a grasp on the big picture. I attended two more virtual conferences last week and two big name firms essentially said fundamentals do not matter – for now there is no other alternative to

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Musings,Valuations,Bond Yields,Federal Reserve,Congress,COVID-19

Jobs, the Economy, and the Virus - MMM Week 22

By Jeff Hybiak, CFA • August 10, 2020 • 0 Comments
Jobs, the Economy, and the Virus - MMM Week 22

20 weeks ago, Congress came together and passed a wide-ranging, 800+ page, $2.2 Trillion legislation called the CARES (Coronavirus Aid, Relief, and Economic Security) Act.

15 weeks ago, the House passed the 1800+ page, $3 Trillion HEROS (Health and Economic Recovery Omnibus Emergency Solution) Act. The Senate did

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Musings,Jobs,Economic Data,SEM Model Update,Chart of the Week

No Recession in Income

By Jeff Hybiak, CFA • August 05, 2020 • 0 Comments
No Recession in Income

The most often asked question during my client and advisor presentations the past four months has been "why is the stock market rallying so much with so many people out of work?" Ignoring the long-term impact on economic growth due to the ballooning debt obligations, the CARES Act has

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Chart of the Week,stimulus,Personal Income
Page 104 of 175

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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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