OUR LATEST INSIGHTS

There are signs an economic recovery is in the early stages. However, the U.S. unemployment rate is approaching 20%, the rate and shape of the recovery is still up for debate, and at the very least, it seems reasonable to assume that some parts of the economy will likely recover faster than others. If COVID-19 picks up again later in the year or other unforeseen circumstances cause the economy to continue to contract, could we see deflation?

In this CM Market Update slide presentation, Arnold and Scott walk us through CM's thoughts on the current market valuation, which sectors seem overvalued, and the sectors that appear to be in a value zone.

Arnold and Jim discuss current market conditions and the economy during this coronavirus outbreak.

Jim and Arnold provide an update on our thinking regarding our energy investments.

During the first nine months of 2018, the price of oil and oil stocks had appreciated nicely. Then, in Q4-2018, the energy sector led the market decline. In this podcast, Jim explains what he believes caused this decline and why the remainder of 2019 is likely to be just the opposite.

Arnold Van Den Berg and Jim Brilliant give their thoughts about the CM portfolios and the economy.