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No end in sight? - MMM v6-30

By Jeff Hybiak, CFA • July 28, 2025 • 0 Comments
No end in sight? - MMM v6-30

Historic rally continues, with seemingly nothing standing in the way

Like a sprinter who suddenly finds a moving sidewalk underfoot, the market raced through the last full week of July with an extra jolt of speed it didn’t seem to need. Hints of a tariff truce with Europe, fresh

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Musings,Trade War,Federal Reserve,AI

Work Becomes Selfish (Our Problems with Work) - Part 7

By Courtney Dent • July 23, 2025 • 0 Comments
Work Becomes Selfish (Our Problems with Work) - Part 7

Last month, we explored Ecclesiastes and how, in a broken world, our work can feel meaningless. This month, we're turning to the opening chapters of Genesis and the book of Esther to uncover another challenge: work can become selfish.

This builds on the previous discussion of how work often feels

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Cornerstone,Every Good Endeavor

Armor & Algorithms - MMM v6-29

By Jeff Hybiak, CFA • July 21, 2025 • 0 Comments
Armor & Algorithms - MMM v6-29

Defense, AI, and Crypto are surging while tariffs, inflation, and politics remain threats to the rally

We wrapped up our 6 week cross-country circuit last week. What was supposed to be a relaxing week in Myrtle Beach was derailed by an extremely busy week for the markets.

Here's a wrap-up

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Musings,Trade War,Building Permits,Russia,Federal Reserve,Bitcoin

Indigestion - MMM v6-28

By Jeff Hybiak, CFA • July 14, 2025 • 0 Comments
Indigestion - MMM v6-28

Will the TACO trade come back to haunt Wall Street?

No sooner had we published our Summer Newsletter highlighting the risks Wall Street is ignoring than one of those risks floated straight to the surface. In early April, President Trump spooked markets when he announced a very long list of

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Musings,Trade War

His Family: A study through the Sermon on the Mount (Part 7)

By Courtney Dent • July 09, 2025 • 0 Comments
His Family: A study through the Sermon on the Mount (Part 7)

As we step into the final chapter of the Sermon on the Mount, Jesus paints a beautiful picture of life within God’s family. In these verses, we hear familiar family language — brother, son, children — reminding us that we are part of something deeply relational as believers. Jesus invites us

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Cornerstone,Impact,Sermon on the Mount
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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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