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A difficult task - MMM v5-13

By Jeff Hybiak, CFA • March 25, 2024 • 0 Comments
A difficult task - MMM v5-13

For far too long (in my opinion) the Federal Reserve has tried to manage the economy, inflation, and the stock market under the guise of 'financial stability'. This manipulation has caused what used to be the normal economic cycles to last longer, but have much higher and lower swings.

During

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Musings,Federal Reserve

Politics (pt II) - MMM v5-12

By Jeff Hybiak, CFA • March 18, 2024 • 0 Comments
Politics (pt II) - MMM v5-12

Not that there was any surprise, but last week President Biden and former President Trump "officially" became the winners of their party's nomination, so the rematch is set. Like most election years I'm already hearing from clients and advisors wanting to "wait until after the election" to make

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Musings,Politics

The Fiery Trial: Daniel Study (Part 3)

By Courtney Dent • March 13, 2024 • 0 Comments
The Fiery Trial: Daniel Study (Part 3)

When have you been pressured to do something you did not want to do? Standing firm under pressure can be hard – especially if the pressure is coming from an authority figure. We might experience times when a boss, teacher, or coach has expectations that go against what we believe. There'

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Cornerstone,Impact,Daniel Study

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

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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

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Musings,Interest Rates,inflation
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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.

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