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Things will break - MMM v3-41

By Jeff Hybiak, CFA • October 17, 2022 • 0 Comments
Things will break - MMM v3-41

In June we issued 3 bear market tips – stay calm, ignore the media, and be patient. In September we followed that with some reminders on navigating the bear market including the primary things to remember – inflation is the problem, the Fed has barely begun their fight against inflation, both of

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Musings,Federal Reserve,financial crisis,Interest Rates

Gradually, then suddenly - MMM v3-40

By Jeff Hybiak, CFA • October 10, 2022 • 0 Comments
Gradually, then suddenly - MMM v3-40

In Ernest Hemmingway's The Sun Also Rises, the main character was asked, "How did you go bankrupt?" He responded two ways, "Gradually, then suddenly." When asked, "what brought it on?" he said, "Friends. I had a lot of friends. False friends. Then I had creditors, too. Probably had more creditors

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Musings,SEM Model Update,Economic Data,Federal Reserve

Rejecting the Messiah: A Study Through Matthew (Part 10)

By Courtney Dent • October 05, 2022 • 0 Comments
Rejecting the Messiah: A Study Through Matthew (Part 10)

Matthew 16:21 is a turning point in Jesus' ministry: "From that time Jesus began to show his disciples that he must go to Jerusalem to suffer many things from the elders and chief priests and scribes, and be killed, and on the third day be raised." This month, we're

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Cornerstone,Matthew,Impact

The Fed's Dilemma-MMM v3-39

By Jeff Hybiak, CFA • October 03, 2022 • 0 Comments
The Fed's Dilemma-MMM v3-39

The third quarter is in the books and like the past two we saw stocks and bonds declining. Even inside of a bear market we should see a bounce. As we've been warning throughout the year, just because the market is able to rally it doesn't mean the bear market

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Musings,Federal Reserve,inflation,Interest Rates,stimulus

3rd Quarter 2022 - Fall Newsletter

By Jeff Hybiak, CFA • September 30, 2022 • 0 Comments
3rd Quarter 2022 - Fall Newsletter

Nowhere to hide

If we were to cover all of the various things which moved the market this year—why they happened, what it means for the future, where we see things going, this newsletter could be dozens of pages. Instead, this chart sums it up. Stocks and bonds are

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Newsletter
Page 49 of 158

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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.

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