Posts Tagged ‘market commentary’
March 12 Market Update
CCR views the current bout of market volatility as a normal process of pressure-relief for a market that has been burdened by excessive valuations.
Read MoreJanuary 2025 Market Outlook
In 2025, potential policy shifts, including tariffs and deregulation, may impact the market. Although tariffs face criticism, they haven’t hindered S&P 500 growth historically. Previous deregulation efforts in energy led to poor performance. With a narrow majority in the House, policy changes may be challenging, prompting investors to stay cautious amid uncertainty.
Read MoreJuly 2023 Market Outlook
The second half of 2023 is likely to be less celebratory than the first half has been. Don’t fight the Fed!
Read MoreDiversification: Blending Your Investment Ingredients
Your portfolio’s potentially high rates of return can skew one’s objectivity, resulting in unnecessary exposure to risk.
Read MoreApril 2023 Market Outlook
A look into the current state of the market as of April 2023.
Read MoreJanuary 2023 Market Outlook
While we look forward to 2024 as a Year of Normalization, as investors we recognize that plans are useless, but planning is essential.
Read MoreJune 2022 Market Outlook
The case for a near-term recession has been made incessantly in the media of late. While we believe that indicators like Consumer Sentiment, inflation the Federal Reserve’s aggressive attempts to correct a clear policy mistake have raised the odds of recession, we do not believe it is imminent in the near term. So, we will give a couple of points to bolster the other side of the argument.
Read MoreCOVID-19 Update
Let’s discuss what investors “should do” in response to COVID’s impact on the markets.
Read MoreCOVID-19 and the Markets
A 3 ½% drop in broad US equity markets in response to rising COVID-19 cases has many investors understandably concerned.
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