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What's behind the correction? - MMM Week 29

By Jeff Hybiak, CFA • September 28, 2020 • 0 Comments

Stocks technically hit the "correction" level at one point last week, falling 10% from the highs. After a brief 7% drop in June, stocks had rallied 20% to cap off an impressive summer. Some investors probably feel like this poor guy from the Cowboys.

via GIPHY

There really wasn't any

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Musings,COVID-19,election

Preparing for the Election

By Jeff Hybiak, CFA • September 23, 2020 • 0 Comments
Preparing for the Election

In 25 years of following the markets I do not know if there has been a more hotly debated election. We are seeing widespread interest from people who never voted before and widespread activism from those who remained silent for most of their adult lives. This has caused a lot

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Chart of the Week,Presentation,election

Maintaining public files with SharePoint

By Dustin Briles • September 22, 2020 • 0 Comments
Maintaining public files with SharePoint

Like any business, we have certain files that need to be accessed by the public - compliance documents, marketing materials, helpful instructions, miscellaneous stuff on our website, etc.

We attempted to do this with just SharePoint. It didn't work. I explain more about that below, but if you want, you

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Technology,Cloudflare,SharePoint

Expect a Volatile Fall - MMM Week 28

By Jeff Hybiak, CFA • September 21, 2020 • 0 Comments
Expect a Volatile Fall - MMM Week 28

Last week as we crossed the 200,000 death total in the US we crossed the 6 month anniversary of "15 days to slow the spread" of the Coronavirus. From the outset I have cautioned us from using Hindsight Bias to question decisions made at the time. We've certainly learned

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Musings,election,Social Cycle,stimulus,COVID-19

Market Check-up - MMM Week 27

By Jeff Hybiak, CFA • September 14, 2020 • 0 Comments
Market Check-up - MMM Week 27

I had my annual medical check-up this morning. With that in mind, I thought I'd do a quick check-up on the market.

Stocks are VERY Overvalued

The S&P 500 has dropped nearly 8% since September 1. This isn't the first time it's dropped this much during the parabolic

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Musings,Valuations,Bond Yields,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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