Posts by Morgan Arford
Market Insights
Market Outlook: Stealth Correction
U.S. 2021 market performance was strong, masking significant underlying market weakness. With extreme outlier high...
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Market Insights
Looking Ahead: The Butterfly Effect
As the world moves away from emergency COVID-19 support, can extreme high valuations continue to be justified? A va...
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Market Insights
VIDEO: Analyzing How Heavy Truck Sales Tell Us More About the Economy
Do heavy-weight truck sales act as an indicator for the overall health of the economy? CWM's Chief Investment Offi...
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Market Insights
Clash of the Economic Titans
Massive forces are battling each other for economic supremacy; no one can be certain of the ultimate outcome. In th...
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Market Insights
Client Alert - Go Long!
CWM models played defense admirably well thus far through the COVID-19 crisis. Valuations across asset classes have...
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Market Insights
Wisdom of the Ancients
CWM model exposures ended the year (conservative) much differently than they started (aggressive). Despite recent p...
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Market Insights
Rumblings of Recession
Warning signs often precede major geological events like earthquakes. Markets are very similar, as sharp sell-offs...
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Market Insights
Game of Unknowns
While trade tensions with China have flared up once again, it remains in both countries’ interest to come to a mutu...
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Market Insights
Boy… That Escalated Quickly
When investors went to bed on September 20th, 2018, the United States stock markets were at all-time highs and for...
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Goals & Planning
The Price of Prudence
Most financial advisory firms preach the virtues of investing with a “buy and hold” mentality, which is very simila...
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