Month: September 2024

4 Insights from Fund Managers’ Recent Trip to China

At CAM, we believe in the deep dive.  And we recommend fund managers who feel the same.  We are not talking about excessive or un-necessary risk, but rather the drive and discipline to thoroughly vet investment opportunities.  American… Read More

How do stocks perform after the Fed cuts interest rates? Pretty well, actually.

The stock market has had a nice run in 2024, but investors have been nervous lately, because many are concerned that a slowing economy may tip over into an outright recession. To thwart that possibility, the Federal Reserve… Read More

What Is A Black Swan Event?

Black swan populations are small, and it is rare to come across one. The term “Black Swan” has been adopted my financial market participants to mean rare and unpredictable events, typically negative ones. Black swan events may have… Read More

The Economic Impact of Higher (and Lower) Rates

Over the last several years, many of our clients who prefer to hold significant amounts of cash for unplanned emergencies or near-term purchases–as we frequently recommend–have benefited greatly from higher interest rates.  After many years of ultra-low interest… Read More