CCM Commentary Q423
As was the case in the third quarter, interest rates were the determining factor for stock market performance in the fourth quarter of 2023. [...]
CCM Commentary Q3/2023
MARKET SUMMARY: Rising interest rates were the story for the markets during the third quarter so we will lead the discussion with bonds. Facing [...]
CCM Commentary Q2/2023
MARKET SUMMARY: The second quarter was awash with good news from both the economic and geopolitical fronts. The Federal debt limit impasse was ultimately [...]
CCM Commentary Q1/2023
MARKET SUMMARY: Stock investors have been nervously awaiting it for months, and after a series of Federal Reserve interest rate hikes something finally broke. [...]
The Long View: Stock and Bond Performance Since the Financial Crisis
2022 will go down in history as perhaps the worst year for the combined performance of the stock and bond markets. With S&P 500 [...]