As we think about investment themes for next year and beyond, one thing that stands out is that there are... read more →
Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in... read more →
The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good... read more →
With over 90% of companies in the S&P 500 index having already reported results, the numbers for Q3 earnings season... read more →
It has been a great two weeks for the S&P 500. The market closed higher in each of the last... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
We are entering the final stretch of Q3 earnings reporting season. As of yesterday, 310 companies representing roughly 66% of... read more →
We here at CWM practice and preach “cycle investing” – a time honored tradition that reflects our belief that markets... read more →