SEM Trader's Blog logo
Toggle navigation
  • Home
  • Presentations
  • Nerd Links
  • Subscribe
  • Contact

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-

Continue Reading
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

Continue Reading
Musings,Valuations

"Do not let your political opinions....." - MMM v5-48

By Jeff Hybiak, CFA • November 25, 2024 • 0 Comments
"Do not let your political opinions....." - MMM v5-48

Back in 2008 I coined a phrase, "Do not let your political opinions influence your investment decisions." I did this because we had a flood of clients and advisors with some dire predictions following the election of President Obama. This of course was based on some pretty extreme campaign talking

Continue Reading
Musings,Politics

Invested with Purpose (Part 6): BRI Success

By Courtney Dent • November 20, 2024 • 0 Comments
Invested with Purpose (Part 6): BRI Success

Throughout this series, we've seen the hardships that Art Ally had to go through to get Timothy Plan to where it is today. As we wrap up this series, we're going to look at how Timothy Plan saw success, their screening process, and how they give back to

Continue Reading
Cornerstone,Invested with Purpose

It works both ways -- MMM v5-47

By Jeff Hybiak, CFA • November 18, 2024 • 0 Comments
It works both ways -- MMM v5-47

"You have to start my term from November 5th, okay? Or November 6th if you want ... November 5th, because the market's gone through the roof. Enthusiasms doubled. It's doubled in the last short while." - President-elect Donald Trump 11/14/2024

I don't know about you, but

Continue Reading
Musings,election,Trump,Politics
Page 27 of 174

SEM Market Update

Tactical
Dynamic
Strategic

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​

Follow

Most Popular Posts

Modern Day Golden Calves - Cornerstone Impact Update
June 02, 2021
Is that DocuSign email legit?
March 28, 2024
"Do not let your political opinions....." - MMM v5-48
November 25, 2024
Recalibrating - MMM v5-39
September 23, 2024
These criminals want to fatten you up before taking your money. Don't let them.
October 23, 2024

Recent Posts

Is the easy part over? - MMM v7-29
July 20, 2026
Forest through the trees - MMM v7-28
July 13, 2026
Anchored in Hope (Part 7): Never Forget God's Promises
July 08, 2026

Common Tags

Musings
328 posts
Chart of the Week
237 posts
Cornerstone
123 posts
Federal Reserve
94 posts
SEM Model Update
90 posts
Economic Update
83 posts
Impact
74 posts
inflation
59 posts
Presentation
53 posts
Valuations
50 posts
More...

Disclaimer

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.

Opinions expressed at www.semwealth.com and tradersblog.semwealth.com are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to the Models page on our website, which contains details about the performance calculations for each of our investment models.***

There is no representation made as to the future results of SEM's programs or if they will be profitable.

For additional information about the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).

Copyright © 2026, SEM Trader's Blog. All right Reserved.