SEM Trader's Blog logo
Toggle navigation
  • Home
  • Presentations
  • Nerd Links
  • Subscribe
  • Contact

A drag on growth - MMM v3-16

By Jeff Hybiak, CFA • April 18, 2022 • 0 Comments
A drag on growth - MMM v3-16

Unprecedented actions lead to unprecedented consequences. Back in April 2007, I wrote one of our most popular articles, "The Pending Forest Fire". At the time people thought we were crazy. Everything was booming. Real estate, stocks, the job market. We were in a new era where the Federal Reserve was

Continue Reading
Musings,debt,economic growth,GDP

Should we trust the Fed? - MMM v3-15

By Jeff Hybiak, CFA • April 11, 2022 • 0 Comments
Should we trust the Fed? - MMM v3-15

Minus a 6-8 week bump in the road during COVID, stocks have been going up nearly non-stop for 11 years. We did see a couple of "slowdown" scares in late 2015 and again in 2018, but with hindsight those were buying opportunities. Both of the slowdowns came at a time

Continue Reading
Musings

1st Quarter 2022 - Spring Newsletter

By Jeff Hybiak, CFA • April 07, 2022 • 0 Comments
1st Quarter 2022 - Spring Newsletter

The real risk to the rally

For most of the year the focus has been on the Russian invasion of Ukraine (rightly so). This may have caused some big swings in the stock market, but this focus has hidden the real risk to the nearly 2-year stock market rally. In

Continue Reading
Newsletter

A Study Through the Gospel of Matthew - Part 4

By Courtney Dent • April 06, 2022 • 0 Comments
A Study Through the Gospel of Matthew - Part 4

Jesus' principles for spirituality in:

Religious life (6:1-18)

A major reason I hear non-Christians give for why they won't go to church is because they know hypocritical Christians. As we move further into the Sermon on the Mount, Jesus provides examples of how a person's faith can be expressed

Continue Reading
Cornerstone,Impact,Matthew

Spring of Deception? - MMM v3-14

By Jeff Hybiak, CFA • April 04, 2022 • 0 Comments
Spring of Deception? - MMM v3-14

The first quarter generated plenty of news and market fluctuations. We saw some of the worst losses as well as the biggest gains since 2020. Long-term bond yields jumped nearly 1% and the Federal Reserve finally decided it was time to pull back their COVID stimulus. Sentiment plummeted in the

Continue Reading
Musings,SEM Model Update,Economic Update,Bond Yields
Page 58 of 157

SEM Market Update

Tactical
Dynamic
Strategic

About the Blog

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​

Follow

Most Popular Posts

Modern Day Golden Calves - Cornerstone Impact Update
June 02, 2021
Is that DocuSign email legit?
March 28, 2024
"Do not let your political opinions....." - MMM v5-48
November 25, 2024
Recalibrating - MMM v5-39
September 23, 2024
These criminals want to fatten you up before taking your money. Don't let them.
October 23, 2024

Recent Posts

Depends on where you are - MMM v6-26
June 30, 2025
Work Becomes Pointless (Our Problems with Work) - Part 6
June 25, 2025
Roadblocks Ahead - MMM v6-25
June 23, 2025

Common Tags

Musings
273 posts
Chart of the Week
237 posts
Cornerstone
100 posts
SEM Model Update
87 posts
Federal Reserve
83 posts
Economic Update
73 posts
Impact
61 posts
Presentation
52 posts
Valuations
48 posts
inflation
45 posts
More...

Disclaimer

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.

Opinions expressed at www.semwealth.com and tradersblog.semwealth.com are those of the individual authors and do not necessarily represent the opinion of SEM Wealth Management or its management. Any opinions, news, research, analysis, prices or other information contained on this website, by SEM, its employees, partners or contributors, is provided as general market commentary and does not constitute investment advice. SEM will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to the Models page on our website, which contains details about the performance calculations for each of our investment models.***

There is no representation made as to the future results of SEM's programs or if they will be profitable.

For additional information about the author and SEM Wealth Management, please see our DISCLOSURE DOCUMENT (ADV Part 2).

Copyright © 2025, SEM Trader's Blog. All right Reserved.