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

Picking-up Steam

By Jeff Hybiak, CFA • July 05, 2018 • 0 Comments
Picking-up Steam

It seems the only thing the market focused on in June was the impact the heated trade talks was having on the economy. Each day seemed to have a fresh warning about the damage the Trump Administration’s trade policies would do to our economy. While it will take

Continue Reading
Chart of the Week,Economic Data,SEM Model Update,Trade War

2nd Quarter 2018 - Summer Newsletter

By Jeff Hybiak, CFA • June 30, 2018 • 0 Comments
2nd Quarter 2018 - Summer Newsletter

A necessary war?

The stock market has been on shaky ground lately as the United States is escalating the potential for a heated trade war with China. China represents 47% of our total trade deficit. The US announced the initial shots in March, which was matched by China with their

Continue Reading
Newsletter

Great expectations

By Jeff Hybiak, CFA • June 28, 2018 • 0 Comments
Great expectations

At a time when there is so much angst on the damage the escalating trade war may have on corporate profits, we seem to be losing focus on the fact corporations are expected to post some impressive earnings growth over the next few years. The biggest boost in profit expectations

Continue Reading
Chart of the Week,Earnings Estimates,Market Update

Tariffs: The Expected Unexpected

By Jeff Hybiak, CFA • June 25, 2018 • 0 Comments
Tariffs: The Expected Unexpected

Uncertainty is not a friend of the market. Or most things really. Outside of the episode of your weekly TV drama at 8:55 PM you watch on Tuesday’s you probably would want to know what the future holds.  Uncertainty is risk and people typically don’t want

Continue Reading

How trade impacts the economy

By Jeff Hybiak, CFA • June 22, 2018 • 0 Comments
How trade impacts the economy

Tariffs and Trade Wars are dominating the headlines. Stock market participants are worried and the market indices have been falling every time one of the sides announces a new tariff or other restrictions on trade. Whenever markets start falling emotions begin to take over. The logic is “stocks dropped

Continue Reading
Behavioral Finance,Chart of the Week,Economic Update,GDP,Trade War
Page 122 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.