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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

The Cost of Behavioral Biases

By Jeff Hybiak, CFA • July 12, 2018 • 0 Comments
The Cost of Behavioral Biases

Being human means we are not always completely rational. There is nothing wrong with that. This is what makes life interesting and makes each person unique. If everyone behaved rationally we would have a world full of robots. When it comes to investing, however, our natural human traits can cause

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Behavioral Finance,Chart of the Week,Investor Behavior

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

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Chart of the Week,Economic Data,SEM Model Update,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.

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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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