Market Commentary 3/18

@ The Corner

In 30 Short Days Multi-Year Price Inflation Became No More

cornerstoneams

Nov 19, 20235 min read

In 30 Short Days Multi-Year Price Inflation Became No More

CAMS Weekly View from the Corner - Week ending 11/17/23 November 20, 2023 This past Tuesday the Bureau of Labor Statistics (BLS) released...

1 view0 comments

A Tip of the Spear Employment Market Indicator

cornerstoneams

Nov 12, 20235 min read

A Tip of the Spear Employment Market Indicator

CAMS Weekly View from the Corner - Week ending 11/10/23 November 13, 2023 After the most recent Fed meeting Chairman Powell emphasized he...

7 views0 comments

The Man Said it 18 Times in 50 Minutes - You Think He is Serious?

cornerstoneams

Nov 6, 20234 min read

The Man Said it 18 Times in 50 Minutes - You Think He is Serious?

CAMS Weekly View from the Corner - Week ending 11/3/23 November 6, 2023 “As for the Committee, we are committed to achieving a stance of...

4 views0 comments

Where's The Evidence The Bear Ever Left?

cornerstoneams

Oct 30, 20235 min read

Where's The Evidence The Bear Ever Left?

CAMS Weekly View from the Corner - Week ending 10/27/23 October 30, 2023 In recent days we have seen snippets from X individuals/entities...

4 views0 comments

Our Treasury Secretary Offers to the Citizenry Public Finances are in Good Shape

cornerstoneams

Oct 23, 20235 min read

Our Treasury Secretary Offers to the Citizenry Public Finances are in Good Shape

CAMS Weekly View from the Corner - Week ending 10/20/23 October 23, 2023 Last Monday our sitting Treasury Secretary Janet Yellen gave an...

2 views0 comments

cornerstoneams

Oct 16, 20234 min read

We Found a 2% Price Inflation Measure

We have shared throughout numerous editions the Federal Reserve has a long standing price inflation objective of 2% per year.

3 views0 comments

History Offers Rate Cuts Can Lead to Terrible Stock Market Performance

cornerstoneams

Oct 9, 20234 min read

History Offers Rate Cuts Can Lead to Terrible Stock Market Performance

Along the path of this price inflation era we have all heard the various drumbeats that the Fed was done with rate hikes (X rate hikes ago)

4 views0 comments

cornerstoneams

Oct 2, 20234 min read

The Fed's Favored Measure

This past Friday we received updates on the Federal Reserve’s preferred price inflation measurement via the Personal Consumption Expenditure

4 views0 comments

cornerstoneams

Sep 26, 20234 min read

More Evidence This Mega Trend is Over

A couple of months ago we opened up the topic of mega trends and how being aware of their existence is crucial in market(s) participation

3 views0 comments

cornerstoneams

Sep 18, 20234 min read

A Sticky Trend

A couple of months ago we offered an edition that questioned what we referred to as “The Narrative.”

2 views0 comments

cornerstoneams

Aug 28, 20235 min read

Our 21st Century Economic Structure

In our previous edition we examined the top performing asset class leaders for the 21st century.

0 views0 comments

The Surprising Leading Asset Class of This Century

cornerstoneams

Aug 21, 20235 min read

The Surprising Leading Asset Class of This Century

CAMS Weekly View from the Corner - Week ending 8/18/23 August 21, 2023 If you asked most people what general asset class is the best over...

17 views0 comments

If Yields were a Stock, it would be on a "Watch Closely" Buy List

cornerstoneams

Aug 14, 20235 min read

If Yields were a Stock, it would be on a "Watch Closely" Buy List

CAMS Weekly View from the Corner - Week ending 8/11/23 August 14, 2023 In our previous edition we opened up the topic of megatrends. ...

5 views0 comments

Circa 1982 The Masses Couldn't Comprehend a New Multi-Decade Mega Trend Had Begun

cornerstoneams

Aug 7, 20234 min read

Circa 1982 The Masses Couldn't Comprehend a New Multi-Decade Mega Trend Had Begun

In society/markets if you can identify and then monitor the big trends – the really big trends, i.e. the mega trends you will be far better

1 view0 comments

cornerstoneams

Jul 31, 20234 min read

A Developing Trend Worth Our Attention

CAMS Weekly View from The Corner - Week ending 7/28/23 July 31, 2023 In recent editions we have sprinkled in commentary addressing, if...

2 views0 comments

Can You Believe Financial Conditions Have Yet to Tighten?

cornerstoneams

Jul 24, 20234 min read

Can You Believe Financial Conditions Have Yet to Tighten?

CAMS Weekly View from the Corner – Week ending 7/21/2023 July 24, 2023 Chairman Powell of the Federal Reserve has occasionally addressed...

1 view0 comments

cornerstoneams

Jul 10, 20234 min read

Remember ‘Rate Cuts by Mid-2023’?

CAMS Weekly View from the Corner – Week ending 7/7/2023 July 10, 2023 Collective narratives are funny things that often lean into...

2 views0 comments

Market Participants Continue to be Unimpressed with the Banking Industry

cornerstoneams

Jun 26, 20234 min read

Market Participants Continue to be Unimpressed with the Banking Industry

CAMS Weekly View from the Corner – Week ending 6/23/2023 June 26, 2023 While it seems in the collective narrative that – “banking issue”...

2 views0 comments

cornerstoneams

Jun 12, 20234 min read

Range Break in Employment Measure

CAMS Weekly View from the Corner – Week ending 6/9/2023 June 12, 2023 In our previous edition we delved into the general employment...

1 view0 comments

cornerstoneams

Jun 5, 20235 min read

The Strange Employment Landscape

CAMS Weekly View from the Corner – Week ending 6/2/2023 June 5, 2023 This news release presents statistics from two monthly surveys. The...

3 views0 comments