US Economic and Market Update April 2022
Jittery Market on Muddied Outlook Investors have turned more bearish since the end of the first quarter and perhaps not without justification. [...]
Don’t Believe The Hype: The Sad Story of ARKK Innovation
In 2020 the ARKK Innovation Fund was one of the top performing funds in the U.S., posting a total return in excess of 150%. [...]
CCM Commentary Q1/2022
MARKET SUMMARY: The stock market was buffeted on three fronts during the first quarter - inflation, Federal Reserve rate hikes and Russia’s unprovoked invasion [...]
CCM Asset Allocation Update
In January we received an early cue from our asset allocation model for a future reduction in equity exposure, largely due to higher interest [...]
US Economic Update February 2022
Fleeting Peace Dividend Threatens Global Growth Russia’s invasion of Ukraine threatens to derail the economic recovery well underway around the world. The first-order effects [...]