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Warming-up? - MMM v6-22

By Jeff Hybiak, CFA • June 02, 2025 • 0 Comments
Warming-up? - MMM v6-22

There were many times in 2023 & 2024 where I sat down to write the blog and I thought, "how many different ways can I say the same thing?" Back then it was all about the mega cap stocks (eventually named the "Magnificent 7" or "Mag 7") and how they

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Musings,inflation,Trade War

Work Becomes Fruitless (Our Problems with Work) - Part 5

By Courtney Dent • May 28, 2025 • 0 Comments
Work Becomes Fruitless (Our Problems with Work) - Part 5

We spent the first quarter of the year looking at part 1 of Every Good Endeavor, which focused on God's design for work. If you missed any of those blogs, you can find them all here. We're now going to shift to part 2 of the book, "Our Problems with

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Cornerstone,Every Good Endeavor

Whipsaws, BBB, & Nvidia - MMM v6-21

By Jeff Hybiak, CFA • May 27, 2025 • 0 Comments
Whipsaws, BBB, & Nvidia - MMM v6-21

For the first time since the election I decided to take a weekend to NOT read about anything related to the stock market, economy, or politics. Unfortunately because of the latter playing a key role in the markets my attempt to completely ignore everything market related was thwarted. Since we're

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Musings,Trade War,Budget Deficit

Rally Caps, Rollbacks & Crisis Cycles -MMM v6-20

By Jeff Hybiak, CFA • May 19, 2025 • 0 Comments
Rally Caps, Rollbacks & Crisis Cycles -MMM v6-20

Remember when the market was terrified of its own shadow back in April? Well, the AI trade slapped a rally cap on Wall Street and dragged the major indexes back into the green. Meanwhile, Washington and Beijing are playing “Rollback Roulette,” and the President is again blasting Jerome Powell harder

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Musings,AI,Consumer Sentiment,Trade War,tariffs,SEM Model Update

His Prayer: A study through the Sermon on the Mount (Part 5)

By Courtney Dent • May 14, 2025 • 0 Comments
His Prayer: A study through the Sermon on the Mount (Part 5)

Chances are you have probably heard the Lord's Prayer at some point in your life. Maybe you've even heard people recite it while they are praying. While our prayer life shouldn't just consist of reciting the Lord's Prayer that we find in Matthew 6:9-13, it is a good outline

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Cornerstone,Impact,Sermon on the Mount
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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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Warming-up? - MMM v6-22
June 02, 2025
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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.

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