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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

Still the most attractive bond

By Jeff Hybiak, CFA • September 16, 2016 • 0 Comments
Still the most attractive bond

While numerous analysts are calling for US 10 Year Treasury bond yields to surpass 2% by year end, the fact remains US Treasuries are still far more attractive than any other developed country in the world.  Investors should be careful believing interest rates MUST go up simply because they

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bonds,Chart of the Week,Interest Rates

Just a Minor Accident

By Jeff Hybiak, CFA • September 12, 2016 • 0 Comments
Just a Minor Accident

The S&P 500 went 42 days without a move of 1% in either direction and 51 without a 1% or larger drop, Friday brought the largest loss for stocks since the Brexit vote in June.  Ironically that drop ended a 54 day streak without a 1% drop.

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ECB,Goldman Sachs,High Yield Bonds,Interest Rates,Technical Analysis

Bubbles & Our Emotions

By Jeff Hybiak, CFA • September 08, 2016 • 0 Comments
Bubbles & Our Emotions

Market participants have focused so long on what the Fed will or won’t do they seem to have forgotten how to actually analyze investments.  Bank of America Merrill Lynch (BAML) CEO Brian Moynihan summed up the current state of the market — 

 

“Where

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Behavioral Biases,Chart of the Week,market bubble,Weekend Reading

Pick a Lane!

By Jeff Hybiak, CFA • September 06, 2016 • 0 Comments
Pick a Lane!

For those of you just returning from a nice, long vacation, you didn’t miss much this summer.  Thanks to the Fed’s “transparent” communication policy, absolutely nobody (including most members of the Fed it seems) has any clue what the Federal Reserve is going

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Federal Reserve,Gundlach,ISM
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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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