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Whipsaws, BBB, & Nvidia - MMM v6-21

By Jeff Hybiak, CFA • May 27, 2025 • 0 Comments
Whipsaws, BBB, & Nvidia - MMM v6-21

For the first time since the election I decided to take a weekend to NOT read about anything related to the stock market, economy, or politics. Unfortunately because of the latter playing a key role in the markets my attempt to completely ignore everything market related was thwarted. Since we're

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Musings,Trade War,Budget Deficit

Rally Caps, Rollbacks & Crisis Cycles -MMM v6-20

By Jeff Hybiak, CFA • May 19, 2025 • 0 Comments
Rally Caps, Rollbacks & Crisis Cycles -MMM v6-20

Remember when the market was terrified of its own shadow back in April? Well, the AI trade slapped a rally cap on Wall Street and dragged the major indexes back into the green. Meanwhile, Washington and Beijing are playing “Rollback Roulette,” and the President is again blasting Jerome Powell harder

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Musings,AI,Consumer Sentiment,Trade War,tariffs,SEM Model Update

His Prayer: A study through the Sermon on the Mount (Part 5)

By Courtney Dent • May 14, 2025 • 0 Comments
His Prayer: A study through the Sermon on the Mount (Part 5)

Chances are you have probably heard the Lord's Prayer at some point in your life. Maybe you've even heard people recite it while they are praying. While our prayer life shouldn't just consist of reciting the Lord's Prayer that we find in Matthew 6:9-13, it is a good outline

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Cornerstone,Impact,Sermon on the Mount

Contradictions & Crossroads - MMM v6-19

By Jeff Hybiak, CFA • May 12, 2025 • 0 Comments
Contradictions & Crossroads - MMM v6-19

This past week offered another reminder that markets don’t move in straight lines—even in the face of seemingly clear narratives. What looked like the start of a May rebound quickly turned into a whiplash-inducing mix of optimism and concern. Under the surface, we’re seeing some divergences that

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Musings,Trade War,Federal Reserve

Holding Up - MMM v6-18

By Jeff Hybiak, CFA • May 05, 2025 • 0 Comments
Holding Up - MMM v6-18

It's always interesting how the narratives can shift for the stock market. From the election in November until the middle of February the story was how the "pro-business" policies of President Trump would unlock impressive economic growth, low inflation, lower interest rates, and thus higher than average earnings growth. This

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Musings,SEM Model Update,Economic Update,Calendar
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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​

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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.

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.

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