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

Hurricanes & Our Investments - Ask the Expert Radio Show

By Jeff Hybiak, CFA • September 20, 2018 • 0 Comments
Hurricanes & Our Investments - Ask the Expert Radio Show

Jeff was a guest on “Ask the Expert” with Mason & Associates in Norfolk, VA this week. During the show they discussed how the recent Hurricane in North Carolina can be an analogy of how we tend to deal with our investments and savings. In addition, several callers

Continue Reading
Investor Behavior,Presentation,retirement savings

Two Lost Decades

By Jeff Hybiak, CFA • September 14, 2018 • 0 Comments
Two Lost Decades

This week we learned the Median Household Income of Americans finally surpassed the 2007 peak. Inside the report released by the Census Bureau was a long discussion of the “lost decade” for most Americans. Masked by the overall income level is the fact average earnings are down, but

Continue Reading
Chart of the Week,Corporate Profits,Economic Update,Income,Social Cycle

Client Portfolio Update

By Jeff Hybiak, CFA • September 12, 2018 • 0 Comments

Wondering what’s going on with your portfolio this year? Whether you’re an SEM client or not, SEM portfolio manager Jeff Hybiak explains what is happening this year in the markets and what you should be doing right now.

Continue Reading
Portfolio Update,Presentation

Pressing Questions

By Jeff Hybiak, CFA • September 12, 2018 • 0 Comments

During our recent client webinar there were several great questions asked by the attendees. Here’s a short video with SEM Portfolio Manager Jeff Hybiak providing the answers.

Continue Reading
Presentation

It always matters

By Jeff Hybiak, CFA • September 07, 2018 • 0 Comments
It always matters

Back in 1997, while I was still in college I read a study from the Federal Reserve Bank of New York titled, “The Yield Curve as a Predictor of US Recessions.”  This was in the early days of the development of my economic model, so I studied

Continue Reading
Chart of the Week,Federal Reserve,Yield Spread
Page 119 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

Depends on where you are - MMM v6-26
June 30, 2025
Work Becomes Pointless (Our Problems with Work) - Part 6
June 25, 2025
Roadblocks Ahead - MMM v6-25
June 23, 2025

Common Tags

Musings
273 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.