Capital Insights: Uncharted Territory for the LEI [Oct. 2024]
This month, Trent Von Ahsen explores the uncharted territory the U.S. economy finds itself in, as reflected by the Conference Board's Leading Economic Index. Is this trusted economic gauge still reliable?
Capital Insights: Keep Politics Out of Your Portfolio [Sept. 2024]
This month, Trent Von Ahsen explains investing based on your politics is generally a bad idea for your investment portfolio. Be ready for whatever this year’s election brings.
Capital Insights: Riding the Equities Rollercoaster [August 2024]
This month, Trent Von Ahsen continues his look at the US equity market, but focuses on the recent volatility that shook investors. Was August's sell-off a sign of trouble to come or just the price of admission?
Capital Insights: Can the Stock Market Keep its Run Going? [July 2024]
This month, Trent Von Ahsen looks at the stock market's impressive performance in the first half of 2024, and asks if it can keep the momentum going in the second half. What does the historical data say?
Capital Insights: How Nvidia's Success Distorts Our Understanding [June 2024]
This month, Trent Von Ahsen looks at the one stock that has accounted for roughly 33% of the S&P 500’s return so far this year, and how that compares with the other 500 constituents of the index.
Capital Insights: Forecasting the Next Interest Rate Cut [May 2024]
Markets entered 2024 expecting six interest rate cuts, but expectations have lowered significantly amid stubbornly higher inflation. What does this all mean for the economy this year? Trent Von Ahsen explores that question in this month's Capital Insights video.
The commentary on this blog reflects the personal opinions, viewpoints, and analyses of Cedar Point Capital Partners (CPCP) employees providing such comments and should not be regarded as a description of advisory services provided by CPCP or performance returns of any CPCP client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Cedar Point Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.