Is Inflation a Problem? - MMM v2-24

By Jeff Hybiak, CFA • June 14, 2021 • 0 Comments

Imagine a world where headline inflation is reported at 5% and the stock market rallies. That's exactly what happened last week. I received several questions from advisors and clients asking how that can happen.

The simple answer is "the market already expected this." We are comparing prices and economic activity

Summer is over?

By Cody Hybiak • September 10, 2019 • 0 Comments

When it comes to the weather in Arizona, we’re almost on the same weather schedule as the southern hemisphere. Sure, our warm period is the same as the rest of the country (using “warm” liberally here) but in reality, we’re all kind of waiting around for fall and

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