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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

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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

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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

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Behavioral Finance,Chart of the Week,Economic Update,GDP,Trade War

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
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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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