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One More Week - MMM Week 33

By Jeff Hybiak, CFA • October 26, 2020 • 0 Comments
One More Week - MMM Week 33

This has been the longest election season in recorded history. Andrew Yang was the first Democrat to declare his candidacy from the Democratic side on November 6, 2017 (Donald Trump filed his paperwork for re-election on January 20, 2017, the day of his inauguration). The vast majority of candidates filed

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Musings,election,COVID19,Chart of the Week

Should we fear tax increases? - MMM Week 32

By Jeff Hybiak, CFA • October 19, 2020 • 0 Comments
Should we fear tax increases? - MMM Week 32

As Joe Biden's poll numbers continue to increase, the chatter on Wall Street seems to be this is a good thing for the economy and the markets. I don't know if they are trying to do what they always do – providing justification to own stocks regardless of what is happening

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Musings,Taxes,Budget Deficit,Social Cycle,Chart of the Week

Cornerstone Impact Update - Moral Values and Investing

By Courtney Dent • October 13, 2020 • 0 Comments

In the Bible we're told to do ALL to the glory of God. This means not separating certain areas of your life from your faith – even if it means not following the definition of success in the world's eyes. This is why we created the Cornerstone Portfolios. We wanted to

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Cornerstone

A Similar Playbook - MMM Week 31

By Jeff Hybiak, CFA • October 12, 2020 • 0 Comments
A Similar Playbook - MMM Week 31

The first week of October was exhausting. We saw so many market moving headlines crossing throughout the day it was hard to see a common theme. After having some quiet time to replay the past 7 days and look at some key data points and Wall Street research reports, we

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Chart of the Week,election,SEM Model Update

A Struggling Economy - MMM Week 30

By Jeff Hybiak, CFA • October 05, 2020 • 0 Comments
A Struggling Economy - MMM Week 30

2020 just keeps on giving us more and more crazy news. With the President dealing with COVID19 along with a large number of people from his administration and members of Congress, the market and economy has yet another unknown to deal with. We don't like dealing with unknowns and will

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Musings,Economic Update,SEM Model Update,COVID-19,Chart of the Week
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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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