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Modern Day Golden Calves - Cornerstone Impact Update

By Courtney Dent • June 02, 2021 • 0 Comments
Modern Day Golden Calves - Cornerstone Impact Update

Throughout the Bible we see examples of idolatry. I don't know about you, but whenever I read examples of idolatry in the Bible, specifically with the golden calf (see Exodus 32), I think the Israelites are crazy. Why would anyone worship that over God? God has done so many good

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Cornerstone,Impact

At what cost? - MMM v2-22

By Jeff Hybiak, CFA • June 01, 2021 • 0 Comments
At what cost? - MMM v2-22

We paused on Monday to remember all those who sacrificed their lives to defend our freedom. As I've said many time, we live in the greatest country in the world because in times of crisis Americans have always come together to sacrifice for the good of the country. I've always

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

Tapering Expectations - MMM v2-21

By Jeff Hybiak, CFA • May 24, 2021 • 0 Comments
Tapering Expectations - MMM v2-21

Stocks have essentially gone nowhere since mid-April. It seems all of the catalysts that led to the parabolic rally in the market for the past year have come and gone. Now the question is – what's next?

For most of this year we've talked about the 4 pillars of the rally:

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Musings,Chart of the Week

Inflating Fears - MMM v2-20

By Jeff Hybiak, CFA • May 17, 2021 • 0 Comments
Inflating Fears - MMM v2-20

Based on the sensationalized headlines last week, one would think the market was at risk to give back all of its gains. This came on the heels of a much worse than expected inflation number on Wednesday. While "base effects" which is economists speak for what things looked like a

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Musings,Chart of the Week,inflation

Lower your expectations - MMM v2-19

By Jeff Hybiak, CFA • May 10, 2021 • 0 Comments
Lower your expectations - MMM v2-19

Our brains are fascinating mechanisms. The way we process information is far more complex than any computer can model. One of the biggest areas we focus on at SEM is understanding how we process data. A key thing everyone needs to understand is it isn't the absolute number, but rather

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Musings,employment
Page 73 of 157

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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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