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 [...]
US Economic Update January 2023
Overall Consumer Confidence: 107 | Present Situation: 151 | Expectations: 78 The economy is strong by almost any objective measure, but consumers continue to [...]
CCM Commentary Q4/2022
MARKET SUMMARY: Stocks halted their losing streak in the fourth quarter of 2022, as encouraging signs of easing inflation and the hope for a [...]
Predictive Powers of the S&P 500 Average Return (and a Discussion on Risk)
We recently published an article on the futility of the annual stock market forecast “rodeo” among Wall Street analysts (and it is still safe [...]
US Economic Update October 2022
COVID REALIGNMENT CONTINUES Economic expansion returned in the third quarter after two consecutive declines. The latest GDP report came in at 2.6%, bringing growth [...]