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His Kingdom: A study through the Sermon on the Mount (Part 1)

By Courtney Dent • January 08, 2025 • 0 Comments
His Kingdom: A study through the Sermon on the Mount (Part 1)

There are five discourses in the Gospel of Matthew:

  1. The Sermon on the Mount (ch. 5-7)
  2. The Missionary Discourse (ch. 10)
  3. The Parabolic Discourse (ch. 13)
  4. The Community Discourse (ch. 18-20)
  5. The Apocalyptic Discourse (ch. 24-25)

We're going to be focusing just on the first one: The Sermon on the

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Cornerstone,Impact,Sermon on the Mount

Expect Chaos -- MMM v6-1

By Jeff Hybiak, CFA • January 06, 2025 • 0 Comments
Expect Chaos -- MMM v6-1

We survived the first couple of days of 2025 along with the first test of our newly elected government – the re-election of Mike Johnson as Speaker of the House. This may seem inconsequential to some, but on Wall Street everyone was holding their breath to see whether or not we'd

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Musings,Sentiment

4th Quarter 2024 - Winter Newsletter

By Jeff Hybiak, CFA • January 02, 2025 • 0 Comments
4th Quarter 2024 - Winter Newsletter

Working according to plan

In 2023, stocks enjoyed strong gains, but all that did was make-up for the 2022 losses. In 2024, stocks posted another impressive year of gains, while bonds again struggled. This has left many people believing they should increase their stock allocation and reduce their bond exposures.

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Newsletter

Where we stand -- MMM v5-53

By Jeff Hybiak, CFA • December 30, 2024 • 0 Comments
Where we stand -- MMM v5-53

We're at that point of the year between Christmas and New Year where it's hard to remember what day of the week it is. At SEM where we have advisors across the country it will be a heavy dose of "out of office" messages when we try to contact them

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Musings,Valuations

I'm really not a Scrooge -- MMM v5-52

By Jeff Hybiak, CFA • December 23, 2024 • 0 Comments
I'm really not a Scrooge -- MMM v5-52

Last week on an advisor call I was recapping my post-election blogs as I discussed: the euphoric post election rally, not letting political opinions influence our investment decisions, valuations and the chances of yet another 20%+ rally in 2025, what tariffs really are and the likely impact on the economy

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Musings,Trade War,Taxes,AI,debt
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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​

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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.

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***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.

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