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Still chuggin - MMM v5-11

By Jeff Hybiak, CFA • March 11, 2024 • 0 Comments
Still chuggin - MMM v5-11

The nice part about using a quantitative approach is we don't have to ask questions when the data disagrees with our opinion. The data is the only thing that matters. As we wrap up another month for SEM's economic model, I'll give you the conclusion first – the economic data says

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Musings,SEM Model Update,Economic Update

All about rates - MMM v5-10

By Jeff Hybiak, CFA • March 04, 2024 • 0 Comments
All about rates - MMM v5-10

Following the release of the Fed's 'preferred' inflation measure Personal Consumption Index (PCE) Price Deflator last week, both the bulls and the bears had something to point to to make their case. The bulls highlighted the continued decrease in the year-over-year inflation levels (now 2.4% versus 5.2% a

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Musings,Interest Rates,inflation

I don't want to work with those people

By Courtney Dent, Jeff Hybiak, CFA • February 28, 2024 • 0 Comments
I don't want to work with those people

It seems like our world becomes more divided every day. Everything becomes political whether it's justified or not. We've faced some push back since openly sharing our Christian faith as a firm. Last month, we started a series going through some of the objections we've received since starting our Cornerstone

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Cornerstone,BRI Objections

The Single Best Indicator - MMM v5-9

By Jeff Hybiak, CFA • February 26, 2024 • 0 Comments
The Single Best Indicator - MMM v5-9

Working with thousands of clients across the country we receive quite a bit of commentary forwarded by clients to their advisors and then to SEM. No matter the current market environment there always seems to be a group afraid of missing out on the upside and another afraid of the

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Musings,Momentum,Nvidia

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
Page 25 of 159

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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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