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

Stalling - MMM v4-19

By Jeff Hybiak, CFA • May 08, 2023 • 0 Comments
Stalling - MMM v4-19

Despite the much better than expected payrolls report, nearly all of the economic data in our model is showing signs of stalling out. Our economic model has been "bearish" since April 2022 after going "neutral" in October 2021. Our model isn't designed to call the beginning of a recession or

Continue Reading
Musings,Economic Update

Concentrated Risk - MMM v4-18

By Jeff Hybiak, CFA • May 01, 2023 • 0 Comments
Concentrated Risk - MMM v4-18

We wake up this morning with news of the 2nd largest bank failure in the history of our country. Interestingly enough, this is not being looked at as a major move by investors. After the failure of Silicon Valley Bank in March and the swift actions by the Fed, FDIC,

Continue Reading
Musings,consumer spending,inflation,Bank Failures

Financial Literacy Month: Week 4

By Jeff Hybiak, CFA • April 28, 2023 • 0 Comments
Financial Literacy Month: Week 4

The final week of Financial Literacy Month focused on investing. Check it out below:

What does "risk" mean for investing?

@finance_nerd

What does risk really mean for investing? Do you prefer to take more risk or play it safe? Let us know in the comments. #financialliteracymonth #financialliteracymonth2023 #financialliteracy #investing

Continue Reading
Financial Literacy

A Biblical Approach to Finances: Savings Attitude

By Courtney Dent • April 26, 2023 • 0 Comments
A Biblical Approach to Finances: Savings Attitude

Throughout this whole series, we've been focused on first discussing what the Bible says about certain topics and then we provide other details on it. If you've missed any of the previous posts, you can find them all here:

Biblical Finance - SEM Trader’s Blog
SEM Trader's
Continue Reading
Cornerstone,Biblical Finance

Different Message - MMM v4-17

By Jeff Hybiak, CFA • April 24, 2023 • 0 Comments
Different Message - MMM v4-17

Sometimes I have a lot of topics to discuss on this page, other times I cannot think of much to say at all. Today is the latter. I'm not sure how many different ways I can say the same thing:

  • Stocks are extremely overvalued
  • The economy is likely heading towards
Continue Reading
Musings,recession,Earnings Estimates
Page 39 of 159

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

His Wisdom: A study through the Sermon on the Mount (Part 8)
August 13, 2025
A new era....or same old story? - MMM v6-32
August 11, 2025
Dancing on a ledge - MMM v6-31
August 04, 2025

Common Tags

Musings
279 posts
Chart of the Week
237 posts
Cornerstone
103 posts
SEM Model Update
88 posts
Federal Reserve
85 posts
Economic Update
75 posts
Impact
63 posts
Presentation
52 posts
Valuations
48 posts
inflation
45 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 © 2025, SEM Trader's Blog. All right Reserved.