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A lot to be thankful for - MMM v3-46

By Cody Hybiak • November 21, 2022 • 0 Comments
A lot to be thankful for - MMM v3-46

Happy Thanksgiving week! I’m sure we have a lot going on and maybe don’t want to think about what’s going on with the market, so let’s keep this short.  With a crazy market year starting to wind down, we have a new week of data to

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Musings,Federal Reserve,market bubble,SEM Model Update

A Biblical Approach to Finance: Attitude Framework (Part 1)

By Courtney Dent • November 16, 2022 • 0 Comments
A Biblical Approach to Finance: Attitude Framework (Part 1)

The last two months, the focus of the mid-month blog was on the foundation of a biblical approach to finance. If you missed those 2 blogs, I encourage you to go back and read them before this one:

A Biblical Approach to Finance: Attitude
When we initially launched the Cornerstone
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Cornerstone,Biblical Finance

Suckers Rally? - MMM v3-45

By Jeff Hybiak, CFA • November 14, 2022 • 0 Comments
Suckers Rally? - MMM v3-45

Fear and greed are both strong emotions which cause us to often make irrational decisions. During bull markets FOMO "fear of missing out" leads to seemingly unstoppable rallies despite little fundamental logic for the rally. Sure, we convince ourselves there is a good reason for a specific stock or the

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Musings,Federal Reserve,market bubble,SEM Model Update

Our problems with work (Every Good Endeavor - Part 2)

By Courtney Dent • November 12, 2022 • 0 Comments
Our problems with work (Every Good Endeavor - Part 2)

We're now in the second part of Timothy Keller's book, "Every Good Endeavor." This part is all about our problems with work. The problems stem from the fall and the fact we live in a broken world. Let's read Genesis 3:16-19 as God tells Adam and Eve what they

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Faith Based Leadership,Every Good Endeavor

They can't help us - MMM v3-44

By Jeff Hybiak, CFA • November 07, 2022 • 0 Comments
They can't help us - MMM v3-44

Why do we even bother listening to the Federal Reserve? Even if we ignore all of their failings in the late 1990s and again before, during, and after the financial crisis, let's look at how terrible the Fed has been at predicting the post-COVID economy.

Throughout 2021, the Fed told

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Musings,Jobs,Payrolls,Federal Reserve,Economic Update,SEM Model Update
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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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