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@ The Corner
cornerstoneams
Dec 11, 20235 min read
The Interaction of Household Earnings, Credit and Price Inflation
This past week we had updated information released across economic reports that when pieced together allows us to share a tale of the...
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cornerstoneams
Dec 4, 20235 min read
Dear Fed - Market Participants Have Found Your Punchbowl
Back in the mid-1950’s the then sitting Federal Reserve Chairman William McChesney Martin offered the Fed is essentially in the position
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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...
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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...
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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...
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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...
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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...
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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.
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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)
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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
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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
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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.”
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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.
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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...
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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. ...
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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
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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...
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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...
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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...
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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”...
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