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@ The Corner


We Found a 2% Price Inflation Measure
We have shared throughout numerous editions the Federal Reserve has a long standing price inflation objective of 2% per year.
cornerstoneams
Oct 16, 20234 min read


History Offers Rate Cuts Can Lead to Terrible Stock Market Performance
Along the path of this price inflation era we have all heard the various drumbeats that the Fed was done with rate hikes (X rate hikes ago)
cornerstoneams
Oct 9, 20234 min read


The Fed's Favored Measure
This past Friday we received updates on the Federal Reserve’s preferred price inflation measurement via the Personal Consumption Expenditure
cornerstoneams
Oct 2, 20234 min read


More Evidence This Mega Trend is Over
A couple of months ago we opened up the topic of mega trends and how being aware of their existence is crucial in market(s) participation
cornerstoneams
Sep 26, 20234 min read


A Sticky Trend
A couple of months ago we offered an edition that questioned what we referred to as “The Narrative.”
cornerstoneams
Sep 18, 20234 min read


Our 21st Century Economic Structure
In our previous edition we examined the top performing asset class leaders for the 21st century.
cornerstoneams
Aug 28, 20235 min read


The Surprising Leading Asset Class of This Century
CAMS Weekly View from the Corner - Week ending 8/18/23 August 21, 2023 If you asked most people what general asset class is the best over...
cornerstoneams
Aug 21, 20235 min read


If Yields were a Stock, it would be on a "Watch Closely" Buy List
CAMS Weekly View from the Corner - Week ending 8/11/23 August 14, 2023 In our previous edition we opened up the topic of megatrends. ...
cornerstoneams
Aug 14, 20235 min read


Circa 1982 The Masses Couldn't Comprehend a New Multi-Decade Mega Trend Had Begun
In society/markets if you can identify and then monitor the big trends – the really big trends, i.e. the mega trends you will be far better
cornerstoneams
Aug 7, 20234 min read


A Developing Trend Worth Our Attention
CAMS Weekly View from The Corner - Week ending 7/28/23 July 31, 2023 In recent editions we have sprinkled in commentary addressing, if...
cornerstoneams
Jul 31, 20234 min read


Can You Believe Financial Conditions Have Yet to Tighten?
CAMS Weekly View from the Corner – Week ending 7/21/2023 July 24, 2023 Chairman Powell of the Federal Reserve has occasionally addressed...
cornerstoneams
Jul 24, 20234 min read


Remember ‘Rate Cuts by Mid-2023’?
CAMS Weekly View from the Corner – Week ending 7/7/2023 July 10, 2023 Collective narratives are funny things that often lean into...
cornerstoneams
Jul 10, 20234 min read


Market Participants Continue to be Unimpressed with the Banking Industry
CAMS Weekly View from the Corner – Week ending 6/23/2023 June 26, 2023 While it seems in the collective narrative that – “banking issue”...
cornerstoneams
Jun 26, 20234 min read


Range Break in Employment Measure
CAMS Weekly View from the Corner – Week ending 6/9/2023 June 12, 2023 In our previous edition we delved into the general employment...
cornerstoneams
Jun 12, 20234 min read


The Strange Employment Landscape
CAMS Weekly View from the Corner – Week ending 6/2/2023 June 5, 2023 This news release presents statistics from two monthly surveys. The...
cornerstoneams
Jun 5, 20235 min read


Let’s Call This the Big Disconnect
CAMS Weekly View from the Corner – Week ending 5/12/2023 May 15, 2023 Stock market life has all the ingredients of getting quite...
cornerstoneams
May 15, 20236 min read


The Reporter Retorts “I Don’t Mean to be Argumentative but…”
CAMS Weekly View from the Corner – Week ending 5/5/2023 May 8, 2023 In today’s edition we ask unanswerable questions. They are...
cornerstoneams
May 8, 20236 min read


Yet Again We Hear, “These Prices Are Ridiculous”
CAMS Weekly View from the Corner – Week ending 4/28/2023 May 1, 2023 “My colleagues and I understand the hardship that high inflation is...
cornerstoneams
May 1, 20235 min read


Market Participant’s Seem to Disagree With Chairman Powell’s View
CAMS Weekly View from the Corner – Week ending 4/21/2023 April 24, 2023 “Our banking system is sound and resilient, with strong capital...
cornerstoneams
Apr 24, 20235 min read


The Money Becomes Worth Less
CAMS Weekly View from the Corner – Week ending 4/14/2023 April 17, 2023 Inflation: Economics. a persistent, substantial rise in the...
cornerstoneams
Apr 17, 20236 min read
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