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Redemptive Reversals: Esther Study (Part 3)

By Courtney Dent • October 09, 2024 • 0 Comments
Redemptive Reversals: Esther Study (Part 3)

At the end of last month's blog, we were left with a sort of cliffhanger, not knowing what was going to happen to Esther, Mordecai, and the rest of the Jews. Esther and Mordecai were going to stand firm in their faith, even though it meant risking their lives to

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Cornerstone,Impact,Esther Study

Stick to the data - MMM v5-41

By Jeff Hybiak, CFA • October 07, 2024 • 0 Comments
Stick to the data - MMM v5-41

Friday morning I had CNBC on while I made our twins' breakfast. It was the morning of the jobs report and I wanted to get a feel for the market's reaction. As is often the case one 'expert' would argue how good things are and another 'expert' would state his

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Musings,SEM Model Update,Economic Update

3rd Quarter 2024 - Fall Newsletter

By Jeff Hybiak, CFA • October 01, 2024 • 0 Comments
3rd Quarter 2024 - Fall Newsletter

The Fed cut rates, now what?

For over a year much discussion was made about when the Fed will finally cut interest rates. The thought process was a drop in rates would allow the economy to continue to grow and avoid a recession. This line of thinking means ignoring the

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Newsletter

Keep spending! - MMM v5-40

By Jeff Hybiak, CFA • September 30, 2024 • 0 Comments
Keep spending! - MMM v5-40

Humans typically struggle to think long-term. Our brains place a higher value on short-term stimulants which changes our behavior. As financial advisors we see the dangers of this thinking and try to provide data and roadmaps to incentivize our clients to think longer-term. It's a constant battle.

Politicians understand our

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Musings,consumer spending,Personal Savings Rate

Invested with Purpose (Part 4): Complete Obedience

By Courtney Dent • September 25, 2024 • 0 Comments
Invested with Purpose (Part 4): Complete Obedience

Since this series started in June, we've shared several different things that are required if you're going to be "invested with purpose." You can find the previous blogs here. This month, we're going to focus on having complete obedience, not just partial obedience. We will see how Art was completely

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Cornerstone,BRI,Invested with Purpose
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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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