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How can the market ignore all the bad things we see - MMM Week 18

By Jeff Hybiak, CFA • July 13, 2020 • 0 Comments
How can the market ignore all the bad things we see - MMM Week 18

I had no idea 18 weeks ago we would still not know for sure how severe the Coronavirus pandemic would be. NBA players last week began preparing to resume their season which was temporarily suspended in mid-March. Major League Baseball teams are using a different approach and are preparing for

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Musings

The 95% Economy

By Jeff Hybiak, CFA • July 08, 2020 • 0 Comments
The 95% Economy

The economic data continues to show signs of improvement while the number of Coronavirus cases and now the daily death numbers begin to rise again.  This has led to some states to slow or even reverse their re-opening plans. Scientists are learning more and more about the virus, yet it

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Chart of the Week,COVID-19,Economic Data,Valuations

Independence, Recovery, and COVID - MMM Week 17

By Jeff Hybiak, CFA • July 06, 2020 • 0 Comments
Independence, Recovery, and COVID - MMM Week 17

I'm not sure if the 3 day weekend in celebration of Independence Day was welcome given how different this July 4 was than all the others in my lifetime. I love our country so much, but I found myself needing to stay busy over the 3 days because every time

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Musings,Economic Update,SEM Model Update,COVID-19

Embedded images that appear in Gmail using Microsoft Graph

By Dustin Briles • July 02, 2020 • 0 Comments
Embedded images that appear in Gmail using Microsoft Graph

We just finished dealing with some new regulatory requirements (Regulation Best Interest and Form CRS, if you're curious). Among other things, we now send an automated email (containing a link to Form CRS) when someone opens a new account.

This email contains an embedded (or inline) image using CID. I

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Technology,Azure

2nd Quarter 2020 - Summer Newsletter

By Jeff Hybiak, CFA • July 01, 2020 • 0 Comments
2nd Quarter 2020 - Summer Newsletter

Dancing through a Minefield

In just three months the stock market switched from panic mode to full-fledged euphoria. For most of the quarter stocks have been going up 4, 5, or 6 days in a row, only to have a sudden large drop with little warning or explanation. Many investors

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Newsletter,Chart of the Week
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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.

The use of this website constitutes acceptance of our user agreement. Past performance is NOT indicative of future results.

***Anywhere performance of SEM's Investment Models is used, please refer to the Models page on our website, which contains details about the performance calculations for each of our investment models.***

There is no representation made as to the future results of SEM's programs or if they will be profitable.

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