As we think about investment themes for next year and beyond, one thing that stands out is that there are attractive opportunities in fixed income again for the first time... read more →
Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term market themes. Quarterly earnings data, monthly non-farm payroll numbers, and... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs. inflation the US economy has held up very, very while. ... read more →
A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in the S&P 500 index. That is not surprising given the... read more →
The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good mood. The details were certainly encouraging with headline inflation flat... read more →
With over 90% of companies in the S&P 500 index having already reported results, the numbers for Q3 earnings season are effectively in. Here are the main takeaways: Results were... read more →
It has been a great two weeks for the S&P 500. The market closed higher in each of the last 8 sessions, which lifted the index back above key support... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs. inflation the US economy has held up very, very while. ... read more →
We are entering the final stretch of Q3 earnings reporting season. As of yesterday, 310 companies representing roughly 66% of the market capitalization of the S&P 500 index have already... read more →
We here at CWM practice and preach “cycle investing” – a time honored tradition that reflects our belief that markets and economies have defined “cycles” and that those cycles are... read more →
