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Removing the pain killers - MMM v2-26

By Jeff Hybiak, CFA • June 28, 2021 • 0 Comments
Removing the pain killers - MMM v2-26

I've often used the analogy of treating a cancer patient to describe how our monetary and fiscal policy leaders have treated a recession. A doctor has two goals when treating cancer. The first is the most obvious — eliminate the tumor. The second is to make the patient as comfortable as

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Musings,Chart of the Week,consumer spending,Personal Income

How to make an impact with your investments without sacrificing performance

By Jeff Hybiak, CFA • June 23, 2021 • 0 Comments
How to make an impact with your investments without sacrificing performance

We know what we do with our money matters. That’s why we started the Cornerstone Portfolios – we wanted to make an impact with our investments. The drawback so many investors have with Biblically Responsible Investing is they’re worried that they’re sacrificing performance.

Do you know how to

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SEM University,Presentation

Wobbly pillars - MMM v2-25

By Jeff Hybiak, CFA • June 21, 2021 • 0 Comments
Wobbly pillars - MMM v2-25

Summer is officially here and based on the weekend traffic, the lines at the grocery stores, the lack of inventory in the summer aisles at Target and Wal-Mart, Americans are out and about in full force. At the same time the stock market has stumbled, which begs the question, 'why

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Musings,Fed Balance Sheet,Chart of the Week,Congress,COVID19

Is Inflation a Problem? - MMM v2-24

By Jeff Hybiak, CFA • June 14, 2021 • 0 Comments
Is Inflation a Problem? - MMM v2-24

Imagine a world where headline inflation is reported at 5% and the stock market rallies. That's exactly what happened last week. I received several questions from advisors and clients asking how that can happen.

The simple answer is "the market already expected this." We are comparing prices and economic activity

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Musings,inflation,recession

Still broken - MMM v2-23

By Jeff Hybiak, CFA • June 07, 2021 • 0 Comments
Still broken - MMM v2-23

The economic recovery should be back in full force with anybody who wanted to be vaccinated already receiving their vaccinations, the CDC essentially saying those who are vaccinated can do whatever they want, the number of new COVID cases at very low levels, and pretty much every state fully lifting

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Musings,SEM Model Update,Economic Update
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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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