CAMS View from the Corner March 17, 2025 On a personal note, sometimes I sit back and digest media coverage of economics/markets as...

CAMS View from the Corner March 12, 2025 Back in the late fall season, we offered an edition where, on a light note, we diagnosed...

CAMS View from the Corner March 4, 2025 Someone could probably make a living reviewing financial media and countering X views or...

CAMS View from the Corner February 25, 2025 In recent weeks stock market participants have been battling it out (think bulls vs. bears)...

In our previous edition we briefly chronicled the general behavior of the stock market since the Covid era cliff-dive...

CAMS View from the Corner February 11, 2025 If you automatically default to a quick mental calculus of any market-oriented backdrop and...

In our previous edition we briefly chronicled the general behavior of the stock market since the Covid era cliff-dive...

CAMS View from the Corner January 13, 2025 The cost of capital, i.e. the price of money is the most important price of all within an...

CAMS View from the Corner December 17, 2024 In our previous edition we shared our incoming recession obsession as a mental state which...

CAMS View from the Corner November 19, 2024 It is very important to realize that when a member of the Fed speaks, in particular its...

CAMS View from the Corner November 4, 2024 On a personal note I seen a mainstream business outlet offer “People are chasing gold” as they...

CAMS Weekly View from the Corner - Week ending 10/25/24 October 28, 2024 The Federal government’s fiscal year 2024 ended as of the end of...

CAMS Weekly View from the Corner - Week ending 10/11/24 October 14, 2024 There is a subtle scene in the movie The Big Short whereby a...

CAMS Weekly View from the Corner - Week ending 9/27/24 September 30, 2024 If the stock market were a movie the central plot would be...

CAMS Weekly View from the Corner - Week ending 9/20/24 September 23, 2024 Last Wednesday the Federal Reserve informed the citizenry they...

On a personal note if you asked me what has been the most dominating theme in the entire markets’ landscape relative to expectations

For the citizen within the upcoming expected interest rate cutting cycle should prove to be very interesting and potentially quite damaging.

The bond market as a whole is often viewed as the smartest market. 

On a personal note an excerpt from a large news/market oriented outlet came across my screens late last week offering we have ebbing price

In a recent edition we addressed the historical issue of Fed rate cutting cycles and stock market behavior.