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The Economy, the Virus, and Sports - MMM Week 21

By Jeff Hybiak, CFA • August 03, 2020 • 0 Comments
The Economy, the Virus, and Sports - MMM Week 21

Each week is different, but yet every week seems the same. We get some good news on the economy, some really bad numbers, some good earnings reports, some bad earnings reports, some sort of news item from the Fed, talk of more stimulus, delays of those talks, and of course

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Musings,Economic Data,COVID-19

Science over Emotions - a COVID19 Update

By Jeff Hybiak, CFA • July 31, 2020 • 0 Comments
Science over Emotions - a COVID19 Update

When we are facing uncertainty, our brains are prone to using heuristics, or mental short-cuts to help us make decisions. These short-cuts are full of various biases that influence how we look at specific situations. There's nothing wrong with that. It's what makes us human. The best way to overcome

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Cornerstone,COVID-19

Not as bad as it seems

By Jeff Hybiak, CFA • July 30, 2020 • 0 Comments
Not as bad as it seems

These headlines are shocking and certainly something I don't want to make light of. While it is indeed the worst number since the Great Depression, the way GDP is calculated does not fairly represent what is actually happening. The government takes the estimated economic output for the last three months,

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Chart of the Week,debt,GDP

Jobs, Stimulus, Bond Defaults, and the New Normal - MMM Week 20

By Jeff Hybiak, CFA • July 27, 2020 • 0 Comments
Jobs, Stimulus, Bond Defaults, and the New Normal - MMM Week 20

As we start the 20th week of the Coronavirus panic in the U.S. in many ways it feels like we haven't made much progress. Cases are spiking in two heavily populated states, schools are trying to determine what they should do with their students, Congress is arguing over what

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Musings,Economy,Defaults,stimulus,COVID-19

Cornerstone Impact Update - Companies worth investing in

By Courtney Dent • July 21, 2020 • 0 Comments
Cornerstone Impact Update - Companies worth investing in

It seems like since the Coronavirus shutdown began in March, the rest of the year has been filled with unrest. This world is corrupt, and we know this isn’t what God wanted for the world He created. As Christians, we should be striving to make an impact for God’

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Cornerstone,Impact
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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.

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