SEM Trader's Blog logo
Toggle navigation
  • Home
  • Presentations
  • Nerd Links
  • Subscribe
  • Contact

Reality Bites - MMM v5-32

By Jeff Hybiak, CFA • August 05, 2024 • 0 Comments
Reality Bites - MMM v5-32

Four weeks ago the title of the blog was "Be careful (what you wish for)." At the time bad economic data was viewed as 'good' news for stocks as it meant the Fed was likely to cut interest rates at some point soon. I warned at the time about the

Continue Reading
Musings,Economic Update

Still on track? - MMM v5-31

By Jeff Hybiak, CFA • July 29, 2024 • 0 Comments
Still on track? - MMM v5-31

"It's the economy, stupid!" was a phrase often uttered in the 90s when people asked why Bill Clinton had such a high approval rating. Based on the overall economic sentiment in our country and the underlying economic data, it is not always about the economy.....or at least what the

Continue Reading
Musings,GDP

Invested with Purpose (Part 2): Origins of BRI

By Courtney Dent • July 24, 2024 • 0 Comments
Invested with Purpose (Part 2): Origins of BRI

We've talked many times through blogs and social media about the importance for Christians to care about what they're invested in. Even if you're not a Christian, you can still care about what you're invested in and have a desire to invest in companies that strive to make the world

Continue Reading
Cornerstone,BRI,Invested with Purpose

Politics (Pt V) - MMM v5-30

By Cody Hybiak • July 22, 2024 • 0 Comments
Politics (Pt V) - MMM v5-30

On what was a crazy Friday after a crazy weekend prior, it feels like world events are constantly happening more and more.  In my experience, there’s about a 75% chance when you tune in to a major news channel that the bottom graphic will have “BREAKING NEWS” on

Continue Reading
Musings,Politics,Trump,Trade War

Adjusting to 'normal'- MMM v5-29

By Cody Hybiak • July 15, 2024 • 0 Comments
Adjusting to 'normal'- MMM v5-29

You know what I haven’t heard about in a while?  Crypto.  When people hear you work in finance, you can get a pretty good gauge about where their mind is on the topic based on their own curiosities in your conversations with them.  And for a

Continue Reading
Musings,inflation
Page 16 of 157

SEM Market Update

Tactical
Dynamic
Strategic

About the Blog

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​

Follow

Most Popular Posts

Modern Day Golden Calves - Cornerstone Impact Update
June 02, 2021
Is that DocuSign email legit?
March 28, 2024
"Do not let your political opinions....." - MMM v5-48
November 25, 2024
Recalibrating - MMM v5-39
September 23, 2024
These criminals want to fatten you up before taking your money. Don't let them.
October 23, 2024

Recent Posts

Depends on where you are - MMM v6-26
June 30, 2025
Work Becomes Pointless (Our Problems with Work) - Part 6
June 25, 2025
Roadblocks Ahead - MMM v6-25
June 23, 2025

Common Tags

Musings
273 posts
Chart of the Week
237 posts
Cornerstone
100 posts
SEM Model Update
87 posts
Federal Reserve
83 posts
Economic Update
73 posts
Impact
61 posts
Presentation
52 posts
Valuations
48 posts
inflation
45 posts
More...

Disclaimer

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.

Investing in the stock or bond markets involves risk and may not be suitable for all investors. Before making any investment decisions you should carefully consider your investment objectives, level of experience and risk appetite. The possibility exists you could sustain a loss of some or all of your initial investment and therefore you should not invest money you cannot afford to lose. You should be aware of all the risks associated with your investments and seek advice from an independent financial advisor if you have any doubts. All investments involve risk including those managed by SEM Wealth Management.

Opinions expressed at www.semwealth.com and tradersblog.semwealth.com are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to the Models page on our website, which contains details about the performance calculations for each of our investment models.***

There is no representation made as to the future results of SEM's programs or if they will be profitable.

For additional information about the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).

Copyright © 2025, SEM Trader's Blog. All right Reserved.