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@ The Corner
cornerstoneams
Apr 24, 20184 min read
Cornerstone Portfolio Pulse – 2Q18
Cornerstone Portfolio Pulse – 2Q18 A summary of portfolio positions and holdings in the CornerstoneAMS tactical portfolios April 24, 2018...
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cornerstoneams
Apr 16, 20182 min read
Yes Valuations Are Historic
CAMS Weekly View from the Corner – Week ending 4/13/2018 April 16, 2018 There doesn’t seem to be an edition of these Weekly Views here in...
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cornerstoneams
Apr 9, 20183 min read
Global Trade
CAMS Weekly View from the Corner – Week ending 4/6/2018 April 9, 2018 For several weeks now global trade has made headlines seemingly on...
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cornerstoneams
Mar 26, 20183 min read
Any Growth Challenges Equals Lower Stocks
CAMS Weekly View from the Corner – Week ending 3/23/2018 March 26, 2018 “The LEI points to robust economic growth throughout 2018. Its...
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cornerstoneams
Mar 19, 20182 min read
Market Leadership
CAMS Weekly View from the Corner – Week ending 3/16/2018 March 19, 2018 The bulk of our Weekly Views in recent months has been a...
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cornerstoneams
Mar 12, 20183 min read
Strong Employment Market
CAMS Weekly View from the Corner – Week ending 3/10/2018 March 12, 2018 Our vigilant watch for continued signs of on-going economic...
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cornerstoneams
Mar 5, 20183 min read
The Volatility Recipe
CAMS Weekly View from the Corner – Week ending 3/3/2018 March 5, 2018 “The economy is solid + profits are growing + stock valuations are...
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cornerstoneams
Feb 26, 20182 min read
Forward Economic Strength Via This Measure
CAMS Weekly View from the Corner – Week ending 2/23/2018 February 26, 2018 If we are going to operate in a historically highly valued...
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cornerstoneams
Feb 20, 20182 min read
Financial Stress Upticks Marginally
CAMS Weekly View from the Corner – Week ending 2/16/2018 February 20, 2018 With the quick drawdown in the equity market to start the...
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cornerstoneams
Feb 12, 20183 min read
More Strength More Volatility
CAMS Weekly View from the Corner – Week ending 2/9/2018 February 12, 2018 Several weeks ago we shared the Institute of Supply Management...
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cornerstoneams
Feb 5, 20183 min read
Strong Economic News Brings Market Turbulence?
CAMS Weekly View from the Corner – Week ending 2/2/2018 February 5, 2018 We had a cluster of economic releases this past week which...
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cornerstoneams
Jan 29, 20183 min read
The Elusive Growth Rate
CAMS Weekly View from the Corner – Week ending 1/26/2018 January 29, 2018 In the latter part of December we addressed the developing...
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cornerstoneams
Jan 22, 20183 min read
Per Dow Theory The Economy is Solid
CAMS Weekly View from the Corner – Week ending 1/19/2018 January 22, 2018 Dow Theory made very simple: Transport Materials – Create...
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cornerstoneams
Jan 8, 20183 min read
ISM Reports A Fourteen Year High In New Orders
CAMS Weekly View from the Corner – Week ending 1/5/2018 January 8, 2018 The Institute of Supply Management (ISM) is the largest private...
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cornerstoneams
Dec 4, 20173 min read
Financial Stress Index
CAMS Weekly View from the Corner – Week ending 12/1/2017 December 4, 2017 The St. Louis Federal Reserve Bank is the 8th District Bank of...
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cornerstoneams
Nov 27, 20173 min read
How We Arrived Here & What We Must See
CAMS Weekly View from the Corner – Week ending 11/24/2017 November 27, 2017 The 2008/09 Financial Crisis has been coined The Great...
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cornerstoneams
Nov 13, 20173 min read
Speculation at New Highs – Margin Debt
CAMS Weekly View from the Corner – Week ending 11/10/2017 November 13, 2017 A well recognized fact is the stock market has been at record...
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cornerstoneams
Nov 6, 20173 min read
Tax Reform or No Reform This Gap Needs to Narrow
CAMS Weekly View from the Corner – Week ending 11/3/2017 November 6, 2017 Tax reform discussions seem to be picking up in earnest as it...
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cornerstoneams
Oct 30, 20172 min read
If This Goes Negative it Nearly Assures a Recession
CAMS Weekly View from the Corner – Week ending 10/27/2017 October 30, 2017 If you are a consistent reader of these Weekly Views you may...
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cornerstoneams
Oct 23, 20172 min read
More Signs of Labor Market Strength
CAMS Weekly View from the Corner – Week ending 10/20/2017 October 23, 2017 On Thursday of this past week (October 19th) the Department of...
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