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Roadblocks Ahead - MMM v6-25

By Jeff Hybiak, CFA • June 23, 2025 • 0 Comments
Roadblocks Ahead - MMM v6-25

Markets vs. Bison

Last week our family’s cross-country graduation road-trip covered more ground than a newly launched meme coin— from shopping at the Mall of America to white-water rafting the Yellowstone River. Somewhere between the world’s only Corn Palace and the granite faces of Mount Rushmore I was

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Musings,Federal Reserve,Congress,Budget Deficit

What's Priced In? - MMM v6-24

By Jeff Hybiak, CFA • June 16, 2025 • 0 Comments
What's Priced In? - MMM v6-24

A Market Built on Best-Case Assumptions

🚐 On the Road Again... and So is the Market

We officially hit the road last week for our 45-day cross-country RV adventure to celebrate our twins' high school graduation, and after swerving around construction barrels and potholes on I-90 through Illinois - smooth for

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Musings,Federal Reserve,inflation

His Treasure: A study through the Sermon on the Mount (Part 6)

By Courtney Dent • June 11, 2025 • 0 Comments
His Treasure: A study through the Sermon on the Mount (Part 6)

Back in April, we took a deep dive into our motivations. As followers of Christ, we shouldn't be chasing applause or recognition from the world. Instead, our eyes should be focused on seeking God's approval and His reward. This month, we're going to be taking it a step further. It's

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Cornerstone,Impact,Sermon on the Mount

More Questions than Answers - MMM v6-23

By Jeff Hybiak, CFA • June 09, 2025 • 0 Comments
More Questions than Answers - MMM v6-23

You may have a hard time believing it based on the stock market's reaction, but the May Jobs report was not an overwhelmingly positive development for the stock market. The gains on Friday swung the S&P 500 back into positive territory for the week and has it within

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Musings,SEM Model Update,Economic Update

Warming-up? - MMM v6-22

By Jeff Hybiak, CFA • June 02, 2025 • 0 Comments
Warming-up? - MMM v6-22

There were many times in 2023 & 2024 where I sat down to write the blog and I thought, "how many different ways can I say the same thing?" Back then it was all about the mega cap stocks (eventually named the "Magnificent 7" or "Mag 7") and how they

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Musings,inflation,Trade War
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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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