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What would Buffett Do?

By Jeff Hybiak, CFA • August 10, 2018 • 0 Comments
What would Buffett Do?

The US economy is growing at a “great” (but not historic) rate.  This has pushed the S&P 500 all the way back towards the record high it hit in January of this year. My greatest fear is if the market surpasses the highs of January

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Buffett,Chart of the Week,Valuations

Great, but not historic

By Jeff Hybiak, CFA • August 03, 2018 • 0 Comments
Great, but not historic

When the estimated growth rate for the US economy was released for the 2nd quarter, President Trump touted it as evidence of “an economic turnaround of historic proportions.” One of the secrets of the President’s success throughout his life has been his ability to spin things

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Chart of the Week,debt,Economic Update,GDP

Another perspective on the Facebook crash

By Jeff Hybiak, CFA • July 28, 2018 • 0 Comments
Another perspective on the Facebook crash

On Friday Jeff wrote a very well thought out and sophisticated article going over the reasoning and data behind Facebook’s valuation after it fell 25 percent (located here).  I saw that same drop and clicked buy (for my non-SEM account that is completely discretionary and has nothing to

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Behavioral Finance,Contrarian Investing,Facebook

Lessons from Facebook's Crash

By Jeff Hybiak, CFA • July 27, 2018 • 0 Comments
Lessons from Facebook's Crash

On Thursday Facebook stock suffered the largest single day loss of market value in history. At one point the stock was down 24%. It recovered to close down 19%. $119 Billion of market capitalization was lost. The reason behind the drop was a combination of the company reporting quarterly earnings

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Chart of the Week,Market Update,Valuations

Early warning sign?

By Jeff Hybiak, CFA • July 19, 2018 • 0 Comments
Early warning sign?

This week my second favorite leading economic indicator was released and it immediately threw cold water on my optimistic outlook. Two weeks ago, I posted our economic model showing a continued bullish uptrend for the next several months. Building Permits and Housing Starts tend to be a very early leading

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Building Permits,Chart of the Week,Economic Update,Leading Indicators
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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.

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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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