CCM Commentary Q126
MARKET SUMMARY: The first quarter of 2026 was defined by a sharp pivot from optimism to geopolitical volatility, as investors grappled with the war [...]
What our Asset Allocation Model is Telling Us
Understanding the CCM Asset Allocation Model At CCM, the primary metric we use in determining our asset allocation strategy is the Equity Risk Premium [...]
CCM Commentary Q425
MARKET SUMMARY: Investors enjoyed a resilient "everything rally" for both the stock and bond markets in 2025. The markets defied fears of a trade [...]
The K-Shaped Economy and Stock Market
Common Economic Recovery Shapes When an economy falls into recession and begins to recover, economists often describe the shape of that recovery using letters [...]
CCM Commentary Q325
MARKET SUMMARY: The stock market ran on autopilot in the third quarter, fueled by growing enthusiasm for Artificial Intelligence (AI) stocks. The S&P 500 [...]