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4th Quarter 2020 - Winter Newsletter

By Jeff Hybiak, CFA • January 05, 2021 • 0 Comments
4th Quarter 2020 - Winter Newsletter

A year to remember

For most of us, 2020 felt like the longest year of our lifetimes. It’s easy to forget everything that transpired in 2020. What is interesting about investing is how our assessment of our portfolios is based on what has happened most recently. A year ago,

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Newsletter

Everybody In! - MMM v2-1

By Jeff Hybiak, CFA • January 04, 2021 • 0 Comments
Everybody In! - MMM v2-1

I don't know if there was ever a more anticipated new year in my lifetime than this year. After what felt like ten years' worth of news, 2020 is finally over. Many people have said, "2021 can't be any worse than 2020." I hope they're right, but there are a

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Musings,election,COVID19,Chart of the Week

Let's Celebrate! - MMM Week 42

By Jeff Hybiak, CFA • December 28, 2020 • 0 Comments
Let's Celebrate! - MMM Week 42

42 weeks ago our country began to panic over a virus which had started making headlines in early January. I'm sure nobody will forget 2020. It's been quite a year and one where we've all learned a lot about ourselves, our families, our co-workers, and our fellow Americans. Everybody's experience

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Musings,Investor Behavior

Watch your step - MMM Week 41

By Jeff Hybiak, CFA • December 21, 2020 • 0 Comments
Watch your step - MMM Week 41

Back in June, if I told you on December 21 we'd have two vaccines being distributed and Congress just agreed on a nearly $1 Trillion additional stimulus bill how many of you would have bet the stock market would be looking to open down nearly 2%?

If 2020 has taught

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Musings,COVID19

When will the bubble burst? - MMM Week 40

By Jeff Hybiak, CFA • December 14, 2020 • 0 Comments
When will the bubble burst? - MMM Week 40

Last week Airbnb stock opened 115% above it's initial public offering (IPO) price. It closed up 113% on the day. When discussing it with Cody, our Client Portfolio Manager who holds an Accounting degree, he said, "That's just crazy. How does anybody justify that price?" When I mentioned it to

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Musings,Valuations,High Yield Bonds
Page 77 of 155

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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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