CCR Insights

October 2013 Outlook

By CCR Investment Committee | October 25, 2013

We’ve felt a reticence to begin writing market commentary for the third quarter with the partial government shut-down now in its fourth day.  The sentiment revolves around a general premonition that “everything could change” on a dime with a political resolution (or a deepening) of already entrenched positions in Washington, thus rendering our commentary moot.  […]

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January 2013 Outlook

By CCR Investment Committee | January 15, 2013

Last year we were looking for US economic growth in the 2%-3% range, an improved investing environment here in the US as well as a stabilizing of non-US and particularly developing markets.  While US GDP growth will likely be confirmed at the low-end of that range, clearly the stock market trumped our single digit expectations […]

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November 2012 Outlook

By CCR Investment Committee | November 25, 2012

In June we quoted Alexis de Toqueville with regard to the developed world’s attempt to come to grips with fiscal burdens of increasingly hefty magnitudes.  With the 2012 national elections behind us, we’ll return to his observations of American democracy; “In democracy, we get the government we deserve.” The tongue-in-cheek implication here being that the […]

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David Borden listed in 40 Under 40 in WBJ

By CCR Admin | August 26, 2012

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June 2012 Outlook

By CCR Investment Committee | June 25, 2012

“The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design”–Friedrich A. Hayek As we approach the mid-point of the year, we can’t help but feel that we’ve seen this movie before; a relatively optimistic first quarter—followed with evidence of slowing growth—resulting in heightened […]

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April 2012 Outlook

By CCR Investment Committee | April 25, 2012

We commented in January that “we expect the continued, gradual growth rate of the US (2%-3%) to support an ultimately improved investment climate domestically—but we are convinced we will remain in a low-return environment…”  The troubling issue for us as investors now is that we continue to be convinced that both parts of that statement […]

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January 2012 Outlook

By CCR Investment Committee | January 25, 2012

By now most of us have read our fill of 2011 post-mortems—but we’re compelled to add a few thoughts of our own before we look ahead, seeking to apply the experience and perspectives gained to our outlook on global markets in 2012.   A year ago we remarked on three items which we saw as […]

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October 2011 Outlook

By CCR Investment Committee | October 25, 2011

This past quarter we’ve witnessed Europe’s fiscal issues finally metastasize into banking issues (Belgium’s Dexia)—long feared—as their politicians, like our own, have made an art form of “kicking the can down the road”. Most would agree that our current locale is now “down the road”, both in Europe and here in the US; and we’re looking at that same […]

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Investment Experts On Debt Ceiling: Don’t Panic

By John Maher, CFA | July 29, 2011

With much of the U.S. media focused on the showdown in Washington over the debt ceiling, Central Massachusetts financial advisors are getting their share of calls from concerned investors. Their message: Don’t get too worried. Read the article here

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July 2011 Outlook

By CCR Investment Committee | July 25, 2011

We have made general market commentaries in many recent portfolio reviews on the seemingly déjà vu aspects to this Spring and Summer’s market movements, and accompanying economic and fiscal “narrative” as compared to those of a year ago. To briefly recap; the current state of the US stock market is one that is down from […]

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