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The High Wire Act - MMM v5-8

By Jeff Hybiak, CFA • February 19, 2024 • 0 Comments
The High Wire Act - MMM v5-8

Despite a one-day scare last week, the stock market closed the week near its record high. The 'scare' came in the form of an increase in the rate of inflation. This threw cold water on the thought the Fed would slash interest rates up to 6 times for a total

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Musings,inflation,Forecasts

Influencer: Daniel Study (Part 2)

By Courtney Dent • February 14, 2024 • 0 Comments
Influencer: Daniel Study (Part 2)

What comes to mind when you hear the word "influencer"? Whether you have a positive or negative connotation to the word, you might not realize that you're also an influencer – just maybe not to a large social media following. If you're a Christian, our influence becomes even more important since

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Cornerstone,Impact,Daniel Study

Can anything stop the market? - MMM v5-7

By Jeff Hybiak, CFA • February 12, 2024 • 0 Comments
Can anything stop the market? - MMM v5-7

The S&P 500 closed the week above 5000 for the first time in its history. After stumbling to start the year, this is the 5th straight positive week for the mega-cap growth heavy index.

I was once again back at the Liberty University School of Business, this time

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Musings,Valuations

Too strong? - MMM v5-6

By Jeff Hybiak, CFA • February 05, 2024 • 0 Comments
Too strong? - MMM v5-6

We've said it many times – when the Federal Reserve has spent too much time focusing on bailing out the stock market anytime there is a 5% drop in stocks, sometimes the market does not react like you think it would.

During the 4th quarter of last year, stocks staged a

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Musings,Economic Update,SEM Model Update

Hidden Stress - MMM v5-5

By Jeff Hybiak, CFA • January 29, 2024 • 0 Comments
Hidden Stress - MMM v5-5

The economy continues to chug along and the pundits continue to marvel at its strength. The Fed is doing all but taking a victory tour in their ability to beat inflation without causing a recession. Very few people seem to be concerned about the prospects of a recession.

Last week

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Musings,Economy
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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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