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Cooling - MMM v2-44

By Jeff Hybiak, CFA • November 01, 2021 • 0 Comments
Cooling - MMM v2-44

Depending on where you live, you've had your hoodies and flannels out for several weeks or they are still gathering dust in your closet. Here in eastern Virginia, our fall clothes are finally going to make their debut this week after a spectacularly warm fall.

I thought that was fitting

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Musings,Economic Update,Consumer Sentiment,consumer spending

Let's Go Brandon! - MMMv2-43

By Jeff Hybiak, CFA • October 25, 2021 • 0 Comments
Let's Go Brandon! - MMMv2-43

Depending on how much time you spend on Twitter, Facebook, watching SEC football games, or NASCAR, you may or may not have heard or seen the expression, "Let's Go Brandon!" Here's one example from Twitter:

For some of you this might be confusing. Why would we be cheering Brandon for

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Musings,inflation,Economic Data

Faith Based Investing Devotional Series

By Courtney Dent • October 23, 2021 • 0 Comments

In 2020 we launched our Cornerstone Portfolios. Since then, we've been trying to find other ways to spread our faith and encourage other Christians. On Saturdays we now post (on LinkedIn and Facebook) different faith-based devotionals focused on the workplace. In case you missed it, here are all the posts

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Faith Based Leadership

Not so easy - MMM v2-42

By Jeff Hybiak, CFA • October 18, 2021 • 0 Comments
Not so easy - MMM v2-42

The market doesn't seem to be doing too bad.

Versions of this comment have been used at least a dozen times in the past month in meetings with clients and advisors. The fact stocks have remained near all-time highs despite some major economic headwinds can indeed be viewed as good

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Musings,inflation,economic growth

Still Broken - MMM v2-41

By Jeff Hybiak, CFA • October 11, 2021 • 0 Comments
Still Broken - MMM v2-41

Stress will always expose weaknesses. For the past 15 years I've written and spoke about our broken economy. Massive budget deficits, continued reliance on a service economy, a huge trade imbalance, over a hundred trillion dollars in unfunded liabilities (Social Security & Medicare), a massive demographic imbalance impacting our labor

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Economic Data,SEM Model Update,employment,Musings
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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.

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.

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