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Trade Wars

By Jeff Hybiak, CFA • June 22, 2018 • 0 Comments

SEM Portfolio Manager Jeff Hybiak talks about the data behind the trade war talk we’ve been seeing in the market.

For more information, read ‘How trade impacts the economy.’

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Presentation

A necessary war?

By Jeff Hybiak, CFA • June 19, 2018 • 0 Comments
A necessary war?

The stock market is again on shaky ground as the Trump Administration is escalating the potential for a heated trade war with China. They announced the initial shots in March, which was matched by China with their own tariffs (even though China already charges heavy tariffs on US goods). Wall

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Budget Deficit,Economic Update,Social Cycle,Social Security,Trade War

The Impact of Interest Rate Increases

By Jeff Hybiak, CFA • June 14, 2018 • 0 Comments

The Federal Reserve recently raised interest rates for the 7th time since 2015. Why did they do this and should we be worried?

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Presentation

Markets Move in Cycles

By Jeff Hybiak, CFA • June 08, 2018 • 0 Comments
Markets Move in Cycles

Availability Bias: an information-processing bias in which people take a heuristic (mental shortcut or rule-of-thumb) approach to estimating the probability of an outcome based on how easily the outcome comes to mind. Easily recalled outcomes are often perceived as being more likely than those that are harder to recall or

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Behavioral Biases,Behavioral Finance,Chart of the Week,market cycles

Behavioral Biases in Our Client Relationships

By Jeff Hybiak, CFA • May 23, 2018 • 0 Comments
Behavioral Biases in Our Client Relationships

Almost 2 years ago I took the final portion of the CFA Exam. The materials for that section have completely changed the way I look at everything. Level I was focused on market fundamentals, Level II focused more on how to analyze the various asset classes available, while Level

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Behavioral Biases,Behavioral Finance
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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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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.

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