Posts by category
- Category: Asset Allocation
- The Futility of Wall Street Analysts’ Stock Market Forecasts
- CCM Commentary Q2/2022
- Don’t Believe The Hype: The Sad Story of ARKK Innovation
- CCM Commentary Q1/2022
- CCM Asset Allocation Update
- CCM Commentary Q4/2021
- Concentration Risk in the Equity Market
- CCM Commentary Q3/2021
- Market Volatility
- Is This Time Different? A Comparison of Today’s Stock Market to the Dot-Com Bubble of 2000 and Housing Bubble of 2008
- Market Commentary Q2/2021
- Market Commentary Q1/2021
- Market Commentary Q4/20
- Market Commentary Q3/2020
- Market Commentary Q2/2020 (Part 2 of 2)
- Market Commentary Q1/2020
- Coronavirus Update (April 20, 2020)
- Coronavirus Update (April 13, 2020)
- Coronavirus Update (April 6, 2020)
- Coronavirus Update (March 30, 2020)
- Coronavirus Update (March 23, 2020)
- Coronavirus Update (March 16, 2020)
- Special Report on the Coronavirus (COVID-19) Scare
- Early Thoughts on the Coronavirus Scare
- Market Commentary Q4/2019
- Market Commentary Q3/2019
- Category: Commentary
- US Economic Update August 2022
- US Economic Update July 2022
- US Economic Update January 2022
- US Economic Update November 2021
- US Economic Update October 2021
- US Economic Update May 2021
- The Ocean of Liquidity and What It Means for Investors
- US Economic Update February 2021
- US Economic Update January 2021
- Inflation – A Risk or Distraction Today?
- US Economic Update October 2020
- Why Do We Buy a Stock?
- CCM Equity Strategy Update
- Market Commentary Q2/2020 (Part 1 of 2): Equity Market Deep Dive
- US Economic Update May 2020
- US Economic Update April 2020
- Bonds in Balanced Portfolios – What’s The Point?
- Increasing Interest Rates and Equity Markets
- Apple and Microsoft overtake the S&P 500 Consumer Staples sector
- The Importance of a Total Return Mindset in Investing
- Credit Spreads and Implications to Investors
- Category: Economy
- US Economic Update May 2022
- US Economic and Market Update April 2022
- US Economic Update February 2022
- US Economic Update August 2021
- US Economic Update July 2021
- US Economic Update April 2021
- Equity Markets Reaction To Rising Interest Rates
- US Economic Update November 2020
- US Economic Update August 2020
- US Economic Update July 2020
- US Economic Update March 2020
- US Economic Update February 2020
- US Economic Update January 2020
- US Economic Update December 2019
- US Economic Update November 2019
- Category: Equities
- Category: Fixed Income