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Why guess? - MMM v 5-36

By Jeff Hybiak, CFA • September 03, 2024 • 0 Comments
Why guess? - MMM v 5-36

Long weekends are a good time to relax, reflect, and plan. Historically the end of Labor Day weekend also marked the time the 'head honchos' from Wall Street returned to the office with fresh ideas and some big portfolio adjustments to make. With everyone able to work remotely now, I'm

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Musings,Consumer Sentiment,Yield Spread

Invested with Purpose (Part 3): Passion Behind BRI

By Courtney Dent • August 28, 2024 • 0 Comments
Invested with Purpose (Part 3): Passion Behind BRI

Early Years / Preparation

Being "invested with purpose" requires us to take risks and move out of our comfort zone. We may have to make sacrifices in order to embrace what God has in store for us in the future. Today, we're going to be briefly looking at Art Ally's story

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Cornerstone,BRI,Invested with Purpose

Mission Accomplished - MMM v5-35

By Jeff Hybiak, CFA • August 26, 2024 • 0 Comments
Mission Accomplished - MMM v5-35

“My confidence has grown that inflation is on a sustainable path back to 2%"

“The direction of travel is clear, and the timing and pace of rate cuts will depend on incoming data, the evolving outlook, and the balance of risks."

"We do not seek or welcome further cooling in

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Musings,Federal Reserve,inflation

Data whiplash - MMM v5-34

By Jeff Hybiak, CFA • August 19, 2024 • 0 Comments
Data whiplash - MMM v5-34

The problem with the Fed telling the financial markets who have become Fed policy dependent over the past 10 years that they are "data dependent", is every single piece of data is viewed as "critical". Every data release has been under a microscope with giant leaps being made as to

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Musings,Unemployment

Fragile Authority: Esther Study (Part 1)

By Courtney Dent • August 14, 2024 • 0 Comments
Fragile Authority: Esther Study (Part 1)

We spent the last 7 months going through a chunk of the book of Daniel. Looking at the challenges Daniel faced and how he remained faithful to God throughout. Now we're going to jump into a different book to look at the life of another Jew, Esther. While both have

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Cornerstone,Impact,Esther Study
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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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