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

Nobody Knows - MMM v6-16

By Jeff Hybiak, CFA • April 21, 2025 • 0 Comments
Nobody Knows - MMM v6-16

Uncertainty is the best word to describe the current outlook for the economy, stocks, bonds, and everything else in our world. Yet we continue to hear from 'experts' confidently declaring that they know what the next few weeks, months, or even years will look like. Often times you will get

Continue Reading
Musings,Trade War,Federal Reserve

Stick to the plan - MMM v6-15

By Jeff Hybiak, CFA • April 14, 2025 • 0 Comments
Stick to the plan - MMM v6-15

In times of chaos, it is important to have a well-designed, battle tested plan. I don't know how better to describe the last week and a half other than pure chaos. That isn't a statement about my opinion of the swirling news alerts, the policies implemented, or the people who

Continue Reading
Musings,Trade War

His Reward: A study through the Sermon on the Mount (Part 4)

By Courtney Dent • April 09, 2025 • 0 Comments
His Reward: A study through the Sermon on the Mount (Part 4)

Just in the previous chapter it says, "so that they may see your good works" and now in Matthew 6:1 Jesus is giving us a warning of practicing our righteousness to be seen by others. So which one is it? Should we be doing this for others to see

Continue Reading
Cornerstone,Impact,Sermon on the Mount

Keep Calm ..... MMM v6-14

By Jeff Hybiak, CFA • April 06, 2025 • 0 Comments
Keep Calm ..... MMM v6-14

After years of minor battles, last week the Trump Trade War exploded across the globe with his "Liberation Day" announcement on Wednesday afternoon. On day 1 in office he signed an order to study all trade agreements with a due date at the beginning of April. We knew the day

Continue Reading
Musings,Trade War,SEM Model Update,Economic Update

1st Quarter 2025 - Spring Newsletter

By Jeff Hybiak, CFA • April 03, 2025 • 0 Comments
1st Quarter 2025 - Spring Newsletter

Proper Expectations are Key

Over the long-term, the S&P 500 has averaged a 10% return. Over the past 8 years, we’ve seen 5 years of 20%+ returns, including the past two years. Stocks also posted losses of 4% and 18% in 2 other years. When investing, one

Continue Reading
Newsletter
Page 11 of 164

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

Economic & Market Outlook Webinar: Navigating Today’s Markets with Behavioral Insights
December 04, 2025
Between Fear & Greed - MMM v6-48
December 01, 2025
Fed in Focus (again) - MMM v6-47
November 24, 2025

Common Tags

Musings
295 posts
Chart of the Week
237 posts
Cornerstone
109 posts
Federal Reserve
89 posts
SEM Model Update
88 posts
Economic Update
76 posts
Impact
66 posts
Presentation
53 posts
Valuations
49 posts
inflation
48 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.