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A long year - MMM 3-6

By Jeff Hybiak, CFA • February 07, 2022 • 0 Comments
A long year - MMM 3-6

We're only 6 weeks into the new year, but the wild stock and bond market swings have made it seem like much more time has passed. This of course is because 2021 was a relatively easy year where seemingly everything went up in value. In our 4th Quarter Newsletter, I

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Musings,Chart of the Week,Federal Reserve,Bond Yields

A Study Through the Gospel of Matthew - Part 2

By Courtney Dent • February 02, 2022 • 0 Comments
A Study Through the Gospel of Matthew - Part 2

Last month focused on the birth of Christ and the significance of His genealogy. This month we're fast forwarding at least 25 years since Joseph and his family returned to Nazareth and shifting the focus to Jesus' public ministry. Before we jump into Jesus' ministry, Matthew 3 discusses how John

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Cornerstone,Impact,Matthew

The Bouncing Ball - MMM 3-5

By Jeff Hybiak, CFA • January 31, 2022 • 0 Comments
The Bouncing Ball - MMM 3-5

Last week was a roller coaster that required nearly nightly updates to the Monday Morning Musings. This was mostly due to the angst and uncertainty over the Fed meeting. With the 2%+ move off the lows in the last hour on Friday, the S&P 500 eked out a

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Musings,Consumer Sentiment,consumer spending,Personal Income,Federal Reserve,Fed Balance Sheet,Bond Yields

Time to panic? - MMM 3-4

By Jeff Hybiak, CFA • January 24, 2022 • 0 Comments
Time to panic? - MMM 3-4

[CONTAINS UPDATES FOR TUESDAY, WEDNESDAY, & THURSDAY]

Last week I said "corrections are inevitable". We see 5% corrections in the market about 3 times a year. Each on averages lasts about a month, with the recovery taking up another month. The S&P 500 lost nearly 6% last week

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Musings,Chart of the Week,Federal Reserve,Correction

Corrections are inevitable - MMM 3-3

By Jeff Hybiak, CFA • January 18, 2022 • 0 Comments
Corrections are inevitable - MMM 3-3

After taking Monday off in observance of Martin Luther King, Jr. Day, the stock and bond markets are making up for lost time in continuing last week's trend. Both stocks and bonds are projected to start the 4-day week on a deeply negative note.

Given the short week I'll keep

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Musings,Chart of the Week,Correction
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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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