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It depends...... - MMM v3-19

By Jeff Hybiak, CFA • May 09, 2022 • 0 Comments
It depends...... - MMM v3-19

The stock market ended up flat for the week, but the week ended on a negative note. On Wednesday we saw a euphoric 3% rally after the Fed raised interest rates. On Thursday and Friday the market took away that rally and then some. The fluctuations in the market this

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Musings,Bond Yields

Jesus' Ministry: A Study Through the Gospel of Matthew - Part 5

By Courtney Dent • May 04, 2022 • 0 Comments
Jesus' Ministry: A Study Through the Gospel of Matthew - Part 5

Jesus' ministry can be summarized with Matthew 9:35, "And Jesus went throughout all the cities and villages, teaching in their synagogues and proclaiming the gospel of the kingdom and healing every disease and every affliction." For the last two months we've looked deeper into the Sermon on the Mount,

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Cornerstone,Impact,Matthew

Inflation Explained - Market Musings

By Jeff Hybiak, CFA • May 03, 2022 • 0 Comments
Inflation Explained - Market Musings

What's happening with inflation? Why do we have it? How long is it going to last? I've been receiving a lot of these questions lately, so I decided to explain what we're currently seeing with inflation right now.  

We also have an upcoming webinar, "Navigating a difficult year," on Wednesday,

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Presentation,Musings,inflation

Not so easy - MMM 3-18

By Jeff Hybiak, CFA • May 02, 2022 • 0 Comments
Not so easy - MMM 3-18

A year ago the title of that week's musings was "What can go wrong?" In it I identified the 4 pillars of the amazing stock market rally: Federal Reserve Support, Congressional Spending, Improving Economy, and the decline of COVID. I followed that with a list of things that could go

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Musings,SEM Model Update,Bond Yields,Valuations

No surprises here - MMM v3-17

By Jeff Hybiak, CFA • April 25, 2022 • 0 Comments
No surprises here - MMM v3-17

Probably one of the most frustrating things for me after 25 years of managing investments is how inefficient the market is at pricing in reality. This leads to far too many people getting sucked into the wrong investments.

Last week we've again witnessed two examples of the inefficiency of the

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Musings,Federal Reserve,Bond Yields
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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.

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.

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