CCM Commentary Q2/2022
MARKET SUMMARY: As measured by the benchmark S&P 500 index, stocks dropped 16.1% in the second quarter. This drew their loss for the year [...]
US Economic Update May 2022
May Unemployment Rate 3.6% The May jobs report confirmed that the economy is still growing, although at a more muted pace. The addition of [...]
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 [...]