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Smooth Sailing Ahead?

By Jeff Hybiak, CFA • October 03, 2016 • 0 Comments
Smooth Sailing Ahead?

Like we warned in May when the “sell in May” advice was going around, making investment decisions solely based on the calendar can be detrimental to your success.  Those that did move to the sidelines in May missed a volatile start and end to the summer as

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Fed Rate Hikes,ISM Survey,Seasonal Investing

In Fed We Trust? (part 2)

By Jeff Hybiak, CFA • September 30, 2016 • 0 Comments
In Fed We Trust? (part 2)

This week Business Insider had a chart illustrating just how bad the Fed has been at predicting where interest rates will be (you know the very thing the Fed controls).  Keep in mind, their interest rate forecasts are based on their predictions for the economy, so

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Chart of the Week,Federal Reserve

A Dose of Reality

By Jeff Hybiak, CFA • September 26, 2016 • 0 Comments
A Dose of Reality

After celebrating the “no rate hike” announcement from the Fed Wednesday afternoon and Thursday morning, market participants seem to be shifting their attention to the REASON the Fed didn’t raise rates — economic growth is again decelerating.  

 

While the fact remains my economic indicators

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Deutsche Bank,Expected Returns,Valuations

The Productivity Conundrum

By Jeff Hybiak, CFA • September 23, 2016 • 0 Comments
The Productivity Conundrum

During Fed Chair Janet Yellen’s press conference on Wednesday a question came up regarding Productivity. Chair Yellen expressed the committee’s frustration and concern over the lack of productivity growth in our economy.  She cited the lower productivity growth as a reason for the Fed’

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Chart of the Week,economic growth,Productivity

Still all about the Fed

By Jeff Hybiak, CFA • September 19, 2016 • 0 Comments
Still all about the Fed

It’s another week where the highlight will be the “much anticipated” Fed meeting. I’m not sure how we got here or what will happen to get away from this focus on the Fed, but it’s not normal for a central bank to

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Bank of Japan,Dividend Yield,Federal Reserve,Quantitative Easing
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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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