clevelandinvesting | Cornerstone AMS

@ The Corner

He Then Offered, "I don't see the 'stag' or the 'flation'"

cornerstoneams

Jun 35 min read

He Then Offered, "I don't see the 'stag' or the 'flation'"

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

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If this is a Bull market, it is a Very Strange Bull Market

cornerstoneams

Apr 225 min read

If this is a Bull market, it is a Very Strange Bull Market

While we have not addressed this topic within published editions for some time now we have not stopped addressing it internally as recent

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Is This an Emergency Relief Valve or Just a Way of Life Now?

cornerstoneams

Apr 84 min read

Is This an Emergency Relief Valve or Just a Way of Life Now?

This past Friday consumer credit usage was updated with the Revolving Credit segment again posting the largest overall increase.

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Does a Strengthening Economy Need Interest Rate Cuts?

cornerstoneams

Jan 295 min read

Does a Strengthening Economy Need Interest Rate Cuts?

CAMS Weekly View from the Corner - Week ending 1/26/24 January 29, 2024 This past week we had an assortment of economic data releases...

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cornerstoneams

Jan 225 min read

Back to the Tip of the Spear

CAMS Weekly View from the Corner - Week ending 1/19/24 January 22, 2024 We have addressed what we think of as a tip of the spear for the...

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cornerstoneams

Jan 95 min read

The Steady Employment Market

CAMS Weekly View from the Corner - Week ending 1/5/24 January 8, 2024 We begin this New Year with a general look into the employment...

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A Chat with the Citizen in You, Through the Lens of the Fed

cornerstoneams

Dec 18, 20237 min read

A Chat with the Citizen in You, Through the Lens of the Fed

CAMS Weekly View from the Corner - Week ending 12/15/23 December 18, 2023 “My colleagues and I are acutely aware that high inflation...

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The Interaction of Household Earnings, Credit and Price Inflation

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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Dear Fed - Market Participants Have Found Your Punchbowl

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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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...

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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...

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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...

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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...

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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...

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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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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)

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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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