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The Conclusion: James Study (Part 10)

By Courtney Dent • October 11, 2023 • 0 Comments
The Conclusion: James Study (Part 10)

We've reached the last month studying through the letter of James. This section is a good wrap up to the rest of the study. While James mainly talks about prayer in these last verses, he also restates some of the key themes of the letter, such as going through trials

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Cornerstone,Impact,James Study

The New Normal? - MMM v4-41

By Jeff Hybiak, CFA • October 09, 2023 • 0 Comments
The New Normal? - MMM v4-41

I've spent a lot of time the past few months discussing the way our brains work and how that is impacting our assessment of the current environment. Our role here is to use data to help us focus on what matters and what is just a bunch of noise. I

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Musings,SEM Model Update,Economic Update

3rd Quarter 2023 - Fall Newsletter

By Jeff Hybiak, CFA • October 03, 2023 • 0 Comments
3rd Quarter 2023 - Fall Newsletter

Not a normal market

The way our brains are programmed we tend to believe what has happened in the recent past is likely to continue for the foreseeable future. This is called “recency” bias.

This can be especially dangerous for investors as they may forget what history tells us about

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Newsletter

Big Picture - MMM v4-40

By Jeff Hybiak, CFA • October 02, 2023 • 0 Comments
Big Picture - MMM v4-40

With powerful computers always in our hands, and any and all information sources available on any of the screens at our disposal, it's easy to overreact to every piece of information. Whether it is politics, the weather, the latest violence in your region, the economy, or the stock market, we

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Musings,Congress,Politics

A Behavioral Approach to Economic Analysis Webinar

By Jeff Hybiak, CFA • September 27, 2023 • 0 Comments
A Behavioral Approach to Economic Analysis Webinar

Did you miss our SEM University today? This presentation is near and dear to my heart because when I was in school, I struggled with economics classes. Our hope with this presentation is that we can help our advisors and clients understand how the economy works.

Long story short, humans

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Behavioral Finance,Presentation,SEM University
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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.

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.

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