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@ The Corner
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...
cornerstoneams
Mar 5, 20183 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...
cornerstoneams
Feb 26, 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...
cornerstoneams
Feb 20, 20182 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...
cornerstoneams
Feb 12, 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...
cornerstoneams
Feb 5, 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...
cornerstoneams
Jan 29, 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...
cornerstoneams
Jan 22, 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...
cornerstoneams
Jan 8, 20183 min read
Are We Embarking On A New Economic Growth Trend?
CAMS Weekly View from the Corner – Week ending 12/15/2017 December 18, 2017 The GDPNow model forecast for real GDP growth (seasonally...
cornerstoneams
Dec 18, 20173 min read
Employment Growth Continues
CAMS Weekly View from the Corner – Week ending 12/8/2017 December 11, 2017 This past Friday the Bureau of Labor Statistics (BLS) informed...
cornerstoneams
Dec 11, 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...
cornerstoneams
Dec 4, 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...
cornerstoneams
Nov 27, 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...
cornerstoneams
Nov 13, 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...
cornerstoneams
Nov 6, 20173 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...
cornerstoneams
Oct 30, 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...
cornerstoneams
Oct 23, 20172 min read
Will Inflation Negate Expected Wage Growth?
CAMS Weekly View from the Corner – Week ending 10/13/2017 October 16, 2017 Strewn throughout recent Weekly Views has been an underlying...
cornerstoneams
Oct 16, 20173 min read
Incomes Ultimately Support Asset Prices
CAMS Weekly View from the Corner – Week ending 10/6/2017 October 9, 2017 Ultimately something has to give in that we either see a...
cornerstoneams
Oct 9, 20173 min read
Two Markets That Are Speaking The Same Language
CAMS Weekly Views from the Corner – Week Ending 9/29/2017 October 2, 2017 Builders say they would like to build more affordable homes but...
cornerstoneams
Oct 2, 20173 min read
Up Up And Away?
CAMS Weekly Views from the Corner – Week Ending 9/22/2017 September 25, 2017 Speaking to our subject title today we begin with today’s...
cornerstoneams
Sep 25, 20173 min read
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