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@ The Corner


This is What a Robust Market Looks Like
Click For an Audio Summary We have dedicated more editions to the structural integrity of the stock market in 2025 than we have in recent years combined. We have done this because the structural health of the stock market has been sorely missing in this bull market run. What is amazing, when viewed through a historical lens, is how the lack of structural health continues to unfold to the current day. For our part, within these editions when addressing this topic, we have offe
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Oct 29, 20254 min read


It Just Keeps Moving Lower Informing the Stock Market is Getting Narrower
Click For an Audio Summary A couple of months ago we briefly touched on today’s subject title within an edition at that time. Beyond that more recent piece, we have also delved into this issue over various editions in the previous year-plus. Every time we share this topic, we leave it with a general view that we will continue monitoring and sharing according to what unfolds within this stock market observation as time rolls on. The central focus is that the stock market has b
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Oct 21, 20255 min read


Risk on, Risk Off
Click For an Audio Summary In our previous edition we shared a perspective of how collective market participants, within the stock market, are viewing the consumer discretionary sector compared to the more conservative consumer staples sector. Historically, when participants expect some level of economic vibrancy, as they look out on the timeline, they will be more enthusiastic toward the consumer discretionary sector as compared to the consumer staples sector. Here, they wil
cornerstoneams
Oct 15, 20255 min read


A Look at a Slice of the Stock Market
Click For an Audio Summary In today’s edition we are taking a peek into collective market participants’ behavior within the stock market....
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Oct 8, 20254 min read


Powell was far too Generous with his Valuation Description
Click For an Audio Summary On Tuesday of this week, Chairman Powell of the Federal Reserve gave a speech in Warwick, Rhode Island, which...
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Sep 25, 20256 min read


It Really is a 'Challenging Situation'
Click For an Audio Summary "In the near term, risks to inflation are tilted to the upside, and risks to employment to the downside—a...
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Sep 17, 20255 min read


Financial Foundations: Net Worth, Cash Flow, and SMART Goals
In the quest for financial independence and a secure future, understanding your financial foundations is crucial. For individuals aged 30-60, who are already on the path of investment and retirement savings, grasping the concepts of net worth, cash flow, and SMART goals can pave the way toward maximizing wealth and achieving long-term goals.
cornerstoneams
Sep 12, 20253 min read


Fed Survey Corroborates the Quits Ratio which Corroborates Market Participant Pricing
Click For an Audio Summary If we do the anatomical thigh bone connected to the hip bone, economics style, we can see, without using any...
cornerstoneams
Sep 10, 20255 min read


This Multi-decade Recession Indicator Continues Blinking
Click For an Audio Summary In today’s edition, we delve into the abyss of bond market messaging. When it comes to the bond market, the...
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Sep 3, 20255 min read


The Man Offered, It Is a Challenging Situation
Click For an Audio Summary Late last week, the annual gathering of various government officials and academics occurred in Jackson Hole,...
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Aug 27, 20255 min read


Introducing the Financial Wellness Series
Taking control of your financial journey is paramount as you strive for stability, independence, and long-term prosperity. In today's fast-paced world, it's essential to navigate financial waters with confidence, clarity, and purpose. This is where Cornerstone Asset Management's Financial Wellness Series steps in, offering a comprehensive roadmap to empower individuals aged 30 to 60 to achieve financial health and security.
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Aug 21, 20253 min read


Inflation in the Channel has to go Somewhere
Last week there were continued developments within the price inflation landscape as told by updated measures.
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Aug 20, 20255 min read


Interest Rate Traders Signal Rate Cuts Straight Ahead
Click For an Audio Summary The CME FedWatch tool tracks the probability of interest rate changes by the Fed as implied by the 30-day Fed...
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Aug 13, 20254 min read


Two Pictures that Blow my Mind
Click For an Audio Summary We are in a bull market, right? We emphasize “market” in the above question/acknowledgment of the consensus...
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Aug 7, 20255 min read


Wait, what was that Housing Remark About?
Click For an Audio Summary In our previous edition we dipped a toe into the valuation storyline for the stock market at large. As offered...
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Aug 7, 20254 min read


And So It Begins
CAMS View from the Corner May 6, 2025 A few weeks ago we offered an edition with a central perspective of Capital vs. Labor and how this...
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May 6, 20257 min read


These Often Shared Employment Measures Remain Stable
CAMS View from the Corner April 29, 2025 Over the years we have addressed what we think of as a tip-of-the-spear-type measure within the...
cornerstoneams
Apr 29, 20254 min read


Watch the Red Line Lows
CAMS View from the Corner April 22, 2025 Over the previous couple of weeks, while having general in-house market discussions, we have...
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Apr 22, 20255 min read


Will this Prove to be the Launch Pad for Price Inflation?
CAMS View from the Corner April 15, 2025 Last Thursday the Bureau of Labor Statistics (BLS) provided the monthly update of consumer price...
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Apr 15, 20256 min read
Let's Go Old-School Lingo - Capital vs. Labor
CAMS View from the Corner April 8, 2025 If we attempt to take a step back from the current barrage of by the minute noise and look...
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Apr 8, 20258 min read
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