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.
Capital Insights: Manufacturing Orders on the Rise [April 2024]
The latest ISM survey shows new orders from manufacturing companies on the rise. What could that signal for our economy in the months ahead? Trent Von Ahsen explores that question in this month's Capital Insights video.
Capital Insights: Is AI a Paradigm Shift for Business? [March 2024]
Generative AI is the latest business buzz, but is it truly a paradigm shift or just more promises? Trent Von Ahsen explores this question in this month's Capital Insights video.
Capital Insights: Why Aren't Unemployment Rates Higher? [February 2024]
History teaches us that higher interest rates cool the economy—so why is the unemployment rate still historically low? 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.