CCM Commentary Q225
MARKET SUMMARY: Stocks began the second quarter with continued declines, culminating in a sharp selloff following the April 2 “Liberation Day” announcement of broad-based [...]
MARKET SUMMARY: Stocks began the second quarter with continued declines, culminating in a sharp selloff following the April 2 “Liberation Day” announcement of broad-based [...]
Much has been written in the financial press about the power of systematic periodic additions to portfolios. Dollar cost averaging (DCA) is a more [...]
SUMMARY: While headwinds persist in the form of policy uncertainty and residual pricing pressures, strong consumer fundamentals and labor market stability continue to support [...]
MARKET SUMMARY: A Cato Institute poll revealed that 83% of economists believe tariffs are harmful to the economy and should be eliminated. Similarly, a [...]
Inflation: The US growth picture remains constructive in early 2025, yet a few worrying trends are emerging. Inflation has increased since September after contracting [...]