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

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

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.’

Continue Reading
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

Continue Reading
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?

Continue Reading
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

Continue Reading
Behavioral Biases,Behavioral Finance,Chart of the Week,market cycles
Page 126 of 160

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

When Culture Collides with Calling: Titus (Part 1)
September 10, 2025
Slowing Growth, Rising Risks - MMM v6-36
September 08, 2025
Quick Hits - MMM v6-35
September 01, 2025

Common Tags

Musings
283 posts
Chart of the Week
237 posts
Cornerstone
105 posts
SEM Model Update
88 posts
Federal Reserve
86 posts
Economic Update
76 posts
Impact
64 posts
Presentation
52 posts
Valuations
49 posts
inflation
47 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.