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Time for a resolution - MMM v2-52

By Jeff Hybiak, CFA • December 27, 2021 • 0 Comments
Time for a resolution - MMM v2-52

I'm not sure where 2021 went. Plenty will be written this week and next in the various financial publications about the year, with plenty more written about what the next year will look like. I won't waste your time looking at either of those things this week. One because a

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Personal Income,Chart of the Week,Musings

Where's Santa? - MMM v2-51

By Jeff Hybiak, CFA • December 20, 2021 • 0 Comments
Where's Santa? - MMM v2-51

There are many axioms on Wall Street which often are not understood by most people yet are believed to be reliable. One of those is the "Santa Claus Rally". We've heard it discussed so many times it is easy to think the market always rallies around Christmas time. This is

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Musings,Seasonal Investing,Chart of the Week

Nicely played, Chair Powell

By Jeff Hybiak, CFA • December 16, 2021 • 0 Comments
Nicely played, Chair Powell

The Federal Reserve announced on Wednesday they were accelerating the pace of the tapering of their Quantitative Easing program. While markets were on edge after some shaky press conferences in prior months, this was already telegraphed in Congressional testimony at the end of November. Back then the markets initially panicked,

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Chart of the Week,Fed Balance Sheet,Quantitative Easing

Pick a Side - MMM v2-50

By Jeff Hybiak, CFA • December 13, 2021 • 0 Comments
Pick a Side - MMM v2-50

We're in the homestretch of 2021 where many people are making their plans for the new year. This is also the time of year where there are dozens of lists, articles, tv segments, videos, and social media posts with an opinion of what the year ahead will look like. 2022

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Musings,Predictions,Sentiment

Omicronned - MMM v2-49

By Jeff Hybiak, CFA • December 06, 2021 • 0 Comments
Omicronned - MMM v2-49

The last two years has been a challenge to say the least. At SEM we've attempted to do what we always do – allow the data to drive our decisions. We've provided what we hope is a consistent, independent look at the current news moving the markets to help our readers,

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Musings,Economic Data,SEM Model Update,employment
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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​

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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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