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Economic Update, the Fed, and the Social Cycle - MMM Week 8

By Jeff Hybiak, CFA • May 04, 2020 • 0 Comments
Economic Update, the Fed, and the Social Cycle - MMM Week 8

The great COVID experiment has begun. As we enter the 8th week since the US Coronavirus panic began, some states have begun to open back up. While not a controlled experiment with a ton of different variables coming into play, in four weeks we will at least have some data

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Musings,Economic Update,COVID-19,Federal Reserve,Congress,Social Cycle

(Delayed) Opportunities Emerging

By Jeff Hybiak, CFA • April 30, 2020 • 0 Comments
(Delayed) Opportunities Emerging

The virtual ink had barely dried on my "time to get excited about valuations" post when the Federal Reserve did what, up until that point, most of us thought would never happen. They announced they would not only be buying junk bonds, but also junk bond ETFs. The spread between

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Chart of the Week,SEM Model Update,Federal Reserve,junk bonds

Still Overvalued, Social Security, and Experiments - MMM Week 7

By Jeff Hybiak, CFA • April 27, 2020 • 0 Comments
Still Overvalued, Social Security, and Experiments - MMM Week 7

We're starting the 7th week since the country began to shutdown due to the Coronavirus. We continue to see so much confidence in the forecasts from the big name Wall Street investment firms. The consensus is this is just a small bump in a bull market and you should both

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Musings,COVID-19,Social Cycle,Social Security,efficient market hypothesis

Your Core Income Portfolio

By Jeff Hybiak, CFA • April 22, 2020 • 0 Comments
Your Core Income Portfolio

For over a decade I've been listening to "experts" recommend investors dump bonds and use dividend paying stocks for the fixed income needs of clients. I've again heard this advice in the past month. This is what I thought of:

via GIPHY

For over a decade I've pointed out two

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Chart of the Week,fixed income,SEM Model Update,Bond Yields

SEM's New Trader's Blog

By Jeff Hybiak, CFA • April 22, 2020 • 0 Comments

SEM Director of Technology, Dustin Briles and Marketing Manager, Courtney Hybiak worked to revamp SEM's Trader's Blog. In this short webinar, Dustin walks through the layout of the new blog. Jeff also answered some questions about the changes.

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Presentation,SEM University
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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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