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Collateral Damage - MMM v3-10

By Jeff Hybiak, CFA • March 07, 2022 • 0 Comments
Collateral Damage - MMM v3-10

I often tell people the thing that causes the NEXT market correction is rarely something any of us predicted. There are usually outside forces that can impact the markets. Often it is the REACTION to the EXPECTED event that causes collateral damage. It's far too early to look into the

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Musings,Chart of the Week,Payrolls,Federal Reserve,SEM Model Update,Ukraine

"Blessed are those...": A Study Through the Gospel of Matthew - Part 3

By Courtney Dent • March 02, 2022 • 0 Comments
"Blessed are those...": A Study Through the Gospel of Matthew - Part 3

Now that we are into Jesus' ministry, we are going to see five major discourses throughout the rest of the Gospel of Matthew. The first is one that many people are familiar with: the Sermon on the Mount. Over the next two months, we'll be covering the Sermon on the

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Impact,Cornerstone,Matthew

Nobody Knows - MMM v3-9

By Jeff Hybiak, CFA • February 28, 2022 • 0 Comments
Nobody Knows - MMM v3-9

The "fog of war" is certainly something the world is dealing with. As I said last week, there is no sense speculating about what may or may not happen in Ukraine or what the fallout may or may not be. I have no idea how anybody can confidently predict what

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Musings,Ukraine

A Game of Chicken - MMM v3-8

By Jeff Hybiak, CFA • February 21, 2022 • 0 Comments
A Game of Chicken - MMM v3-8

Update: On Tuesday, February 22 the first trend indicator in AmeriGuard & Cornerstone triggered a sell. This moved AmeriGuard Balanced, Moderate, Growth, and Aggressive as well as Cornerstone Balanced & Growth to the mid-range of our equity exposure. For instance, AmeriGuard & Cornerstone Balanced are now 50% exposed to equities

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Musings,Russia,Federal Reserve

What are they afraid of? MMM 3-7

By Jeff Hybiak, CFA • February 14, 2022 • 0 Comments
What are they afraid of? MMM 3-7

Last week we learned inflation is running at the highest annualized rate since 1982. This led one Federal Reserve President (James Bullard of St. Louis) to say he will push to increase interest rates up 1% by July. Wall Street quickly upped their expectations for Fed Rate hikes to include

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Musings,Chart of the Week,Federal Reserve,Interest Rates,Quantitative Easing
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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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