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@ The Corner


Personal Income Growth is Breaking Higher
CAMS Weekly View from the Corner – Week ending 8/3/2018 August 8, 2018 A common sense off-shoot of a strong economy are income levels...
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Aug 8, 20182 min read


Are Brick & Mortar Stores Near Extinction?
CAMS Weekly View from the Corner – Week ending 7/20/2018 July 23, 2018 Here we are in the middle of summer and it will not be long before...
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Jul 23, 20182 min read


Revisiting This Important Loan Category
CAMS Weekly View from the Corner – Week ending 7/13/2018 July 16, 2018 In recent years we have intermittently looked at the important...
cornerstoneams
Jul 16, 20182 min read


Wage Growth Rates Are Stuck – Is This Good or Bad for Markets?
CAMS Weekly View from the Corner – Week ending 7/6/2018 July 9, 2018 This past Friday the Bureau of Labor Statistics (BLS) released the...
cornerstoneams
Jul 9, 20183 min read


Can Wages Outpace Inflation?
CAMS Weekly View from the Corner – Week ending 6/23/2018 June 25, 2018 The citizenry’s experience relative to their wage and income...
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Jun 25, 20183 min read


Financial Stress Remains Subdued
CAMS Weekly View from the Corner – Week ending 6/15/2018 June 18, 2018 The St. Louis Federal Reserve Bank publishes a Financial Stress...
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Jun 18, 20182 min read


Employment Market Strength
CAMS Weekly View from the Corner – Week ending 6/8/2018 June 11, 2018 On Thursday of this past week (June 7th) the Department of Labor...
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Jun 11, 20182 min read


This Points To A Solid Economy Near-Term
CAMS Weekly View from the Corner – Week ending 6/1/2018 June 4, 2018 Back in February we took a look at a forward looking economic...
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Jun 4, 20182 min read


The Dow’s Sidekick Points to Upside Potential
CAMS Weekly View from the Corner – Week ending 5/18/2018 May 21, 2018 Dow Theory made very simple: Transport Materials – Create Products...
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May 21, 20183 min read


Breathing Room
CAMS Weekly View from the Corner – Week ending 5/11/2018 May 14, 2018 In the last couple of editions of these Weekly Views we have been...
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May 14, 20183 min read


Propensity
CAMS Weekly View from the Corner – Week ending 5/4/2018 May 7, 2018 Propensity – a natural inclination or tendency – has become a well...
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May 7, 20183 min read


Stock Market Digestion
CAMS Weekly View from the Corner – Week ending 4/27/2018 April 30, 2018 In recent months we have sporadically peered into what we think...
cornerstoneams
Apr 30, 20183 min read
Cornerstone Portfolio Pulse – 2Q18
Cornerstone Portfolio Pulse – 2Q18 A summary of portfolio positions and holdings in the CornerstoneAMS tactical portfolios April 24, 2018...
cornerstoneams
Apr 24, 20184 min read


Yes Valuations Are Historic
CAMS Weekly View from the Corner – Week ending 4/13/2018 April 16, 2018 There doesn’t seem to be an edition of these Weekly Views here in...
cornerstoneams
Apr 16, 20182 min read


Global Trade
CAMS Weekly View from the Corner – Week ending 4/6/2018 April 9, 2018 For several weeks now global trade has made headlines seemingly on...
cornerstoneams
Apr 9, 20183 min read


Any Growth Challenges Equals Lower Stocks
CAMS Weekly View from the Corner – Week ending 3/23/2018 March 26, 2018 “The LEI points to robust economic growth throughout 2018. Its...
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Mar 26, 20183 min read


Market Leadership
CAMS Weekly View from the Corner – Week ending 3/16/2018 March 19, 2018 The bulk of our Weekly Views in recent months has been a...
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Mar 19, 20182 min read


Strong Employment Market
CAMS Weekly View from the Corner – Week ending 3/10/2018 March 12, 2018 Our vigilant watch for continued signs of on-going economic...
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Mar 12, 20183 min read


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
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