CM Market Update-May 6, 2020
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.
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.
Arnold speaks to students of Texas Lutheran University on his experiences during the Holocaust, and the lessons he learned and values.
Scott talks about who he is and how being a truly independent advisor makes a difference.
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.