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I'm really not a Scrooge -- MMM v5-52

By Jeff Hybiak, CFA • December 23, 2024 • 0 Comments
I'm really not a Scrooge -- MMM v5-52

Last week on an advisor call I was recapping my post-election blogs as I discussed: the euphoric post election rally, not letting political opinions influence our investment decisions, valuations and the chances of yet another 20%+ rally in 2025, what tariffs really are and the likely impact on the

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Musings,Trade War,Taxes,AI,debt

In AI we Trust -- MMM v5-51

By Jeff Hybiak, CFA • December 16, 2024 • 0 Comments
In AI we Trust -- MMM v5-51

It always goes in phases, but when there is a long, jaw-dropping run in a single stock and especially stocks inside of one industry we start getting questions from advisors and clients about first investing in the daily headline-making stock, followed by "what do you think is the

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Musings,AI,Nvidia,Intel,Microsoft,Adobe,Tech Bubble

The Gift: Christmas Devotional & 2024 Cornerstone Recap

By Courtney Dent • December 11, 2024 • 0 Comments
The Gift: Christmas Devotional & 2024 Cornerstone Recap

As we prepare to head into the Christmas season (which for most people started after Thanksgiving, or even before), I want to take some time for a short devotional to help get us in the right headspace for Christmas. Before jumping into the devotional, what is your favorite gift you

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Cornerstone,Impact

I don't think it means what you think it means - MMM v5-50

By Jeff Hybiak, CFA • December 09, 2024 • 0 Comments
I don't think it means what you think it means - MMM v5-50

The stock market continues its stampede higher following the re-election of Donald Trump. The assumption is apparently everything will be awesome. I truly hope that is the case, but as I outlined the week after the election, there are several areas where I believe voters, investors, and the President-

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Musings,inflation,Economic Update,SEM Model Update

Party like it's 1999? - MMM v5-49

By Jeff Hybiak, CFA • December 02, 2024 • 0 Comments
Party like it's 1999? - MMM v5-49

As I've said since the election, there is no point right now trying to predict what will happen over the next year (or four). Based on my inbox, everyone has their predictions. Maybe it's because their marketing people tell them they have to, but based on my experience

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Musings,Valuations
Page 25 of 173

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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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