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Just a bluff? - MMM v3-33

By Jeff Hybiak, CFA • August 22, 2022 • 0 Comments
Just a bluff? - MMM v3-33

The Federal Reserve has been going out of their way to tell the stock and bond market that they will be focusing solely on taming inflation and won't be looking to stimulate the economy unless inflation is under control. Too much money floating around the system led to too much

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Musings,Housing,Building Permits,Bond Yields,Yield Spread,recession

Advocate for change: Engage

By Courtney Dent • August 17, 2022 • 0 Comments
Advocate for change: Engage

There are three mandates for biblically responsible investing: avoid, embrace, and engage. In April, I wrote a blog going deeper into the avoid mandate:

What are you profiting from?
> Treasures gained by wickedness do not profit, but righteousness delivers fromdeath. - Proverbs 10:2Do you truly know what you
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Cornerstone,BRI

End of Inflation? - MMM 3-32

By Jeff Hybiak, CFA • August 15, 2022 • 0 Comments
End of Inflation? - MMM 3-32

Inflation is dead.......at least that is what you would think by watching the stock market the past two weeks. In reality, the pundits are saying we have seen "peak inflation". They are absolutely right (hopefully). However, that doesn't mean we are done having to worry about inflation.

The source

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Musings,inflation,Federal Reserve

Conflicting Data - MMM 3-31

By Jeff Hybiak, CFA • August 08, 2022 • 0 Comments
Conflicting Data - MMM 3-31

Talk about conflicting data points. Two weeks ago the data told us we just had our second consecutive decline in economic output (which used to be how we defined a recession). Last week, we learned the labor market fully recovered all of the jobs lost during the short pandemic recession.

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Musings,Economic Update,Jobs,Yield Spread,Fed Balance Sheet,Federal Reserve

Fear, Doubt, and Faith in the Messiah: A Study Through Matthew (Part 8)

By Courtney Dent • August 03, 2022 • 0 Comments
Fear, Doubt, and Faith in the Messiah: A Study Through Matthew (Part 8)

So far in the Gospel of Matthew, we've seen the beginnings of Jesus' ministry; however, we haven't really seen Him rejected. At the end of chapter 13, which we discussed in July, we hear about Jesus being rejected at Nazareth, his hometown. This month, we're going to see faith being

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Cornerstone,Impact,Matthew
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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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