CAMS View from the Corner January 13, 2025 The cost of capital, i.e. the price of money is the most important price of all within an...

CAMS View from the Corner December 17, 2024 In our previous edition we shared our incoming recession obsession as a mental state which...

CAMS View from the Corner November 19, 2024 It is very important to realize that when a member of the Fed speaks, in particular its...

CAMS View from the Corner November 4, 2024 On a personal note I seen a mainstream business outlet offer “People are chasing gold” as they...

CAMS Weekly View from the Corner - Week ending 10/25/24 October 28, 2024 The Federal government’s fiscal year 2024 ended as of the end of...

CAMS Weekly View from the Corner - Week ending 10/11/24 October 14, 2024 There is a subtle scene in the movie The Big Short whereby a...

CAMS Weekly View from the Corner - Week ending 9/27/24 September 30, 2024 If the stock market were a movie the central plot would be...

CAMS Weekly View from the Corner - Week ending 9/20/24 September 23, 2024 Last Wednesday the Federal Reserve informed the citizenry they...

On a personal note if you asked me what has been the most dominating theme in the entire markets’ landscape relative to expectations

For the citizen within the upcoming expected interest rate cutting cycle should prove to be very interesting and potentially quite damaging.

The bond market as a whole is often viewed as the smartest market. 

On a personal note an excerpt from a large news/market oriented outlet came across my screens late last week offering we have ebbing price

In a recent edition we addressed the historical issue of Fed rate cutting cycles and stock market behavior. 

Strewn throughout more editions than memory can serve we have intermittently offered two open-ended questions

In our previous edition we shared how signals abound throughout markets that the Federal Reserve will be cutting rates as the fall season...

CAMS Weekly View from the Corner - Week ending 7/19/24 July 22, 2024 Expectations of the Federal Reserve cutting their Fed Funds rate in...

CAMS Weekly View from the Corner - Week ending 7/12/24 July 15, 2024 Editorial Note: This weekly view was written prior to this past...

It may be hard to believe but half of 2024 is all but in the books. 

CAMS Weekly View from the Corner - Week ending 6/7/24 June 10, 2024 Strewn throughout various editions we have hinted at or specifically...

Within various editions over the previous couple of years we have, on occasion, mentioned a downstream potential for stagflation.