The risks inherent to the market have evolved, as investors face a backdrop of growing economic and market uncertainty. Fortunately, technology always iterates forward in the form of new innovations despite changes in the economic landscape. We believe we are at the beginning of a technology revolution enabled by the cloud internet infrastructure installed over previous decades. Companies which best leverage the cloud are increasingly able to grow sales without the addition of physical assets. Similar to previous industrial revolutions, this type of paradigm shift is typically accompanied by increased levels of volatility, as new companies disrupt old. We’re advocates of a broad and supportive diversification mix of non-correlated asset classes to accompany a cloud driven approach. This can further smooth out the investing experience. We believe the opportunity cost of missing out on these seismic shifts is perhaps the biggest risk investors face. Successfully navigating this volatile transition from companies bounded by physical costs, to companies unbounded by cloud-enabled growth is our mission.
Check Out Our Latest News Appearances
CNBC’s Kelly Evans is joined by James Cakmak of Clockwise Capital to discuss technology stocks...
James Cakmak of Clockwise Capital discusses the big takeaways from the Senate whistleblower hearing on Facebook...
James Cakmak of Clockwise Capital says the latest woes in the tech sector aren’t fueled by interest rate worries, but rather a mean reversion of growth rates...
Check Out Our Latest Article Publications
There has been nothing ordinary about the markets this year. In the face of unprecedented uncertainty, the broad market indices have gone virtually straight up for over a year...
A year ago, the WSJ proclaimed the market isn’t like the dot-com bubble. We disagreed. A year later, the WSJ proclaimed the opposite. Again, we find ourselves on the opposite side of the argument…
Broad market indices have gone virtually straight up since the depths of the pandemic. Sure we had some minor corrections here and there, but the S&P and NASDAQ still soared...
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