Best practices are meant to be shared. That’s why we observe the market and then share our insights on what’s happening, to give you context. We’ve organized every blog into categories, so it’s easier for you to find the answers that matter most to you.
https://charleshughsmith.blogspot.com/2020/05/globalization-and-financialization-are.html I believe the chart above shows how our financial system morphed into creditism from the late 1960s to the early 1980s, and then financial assets took off. ‘Here’s
“All Currencies Have Been Devalued or Died” Ray Dalio “There are only a few times in history when M2 growth exceeded real output growth over a 5-year span by the
https://twitter.com/epomboy/status/1255520425595088901 In my view, this is a picture of a failing financial system. What little growth there has been since 2008 has been driven increasingly by debt. However, monetary velocity
Lacy Hunt is a must read, in my view, given his great track record. His latest review highlights that as massive as intervention has been, and likely will continue to
WATCH JPM. Last Kiss Goodbye? I believe perhaps the most important chart going into next week is JPM. https://twitter.com/KimbleCharting/status/1251643183647334407 Why is JPM so important? Because as massive as the Fed
https://wolfstreet.com/2020/03/29/corruption-in-the-time-of-coronavirus-fed-treasury-corporate/ https://wolfstreet.com/2020/03/26/helicopter-money-for-wall-street-federal-reserve-assets-balance-sheet/ The link above shows the extreme and extensive measures taken by the Fed this week, and the extraordinary acceleration in the Fed balance sheet. There’s much more to
https://www.bloomberg.com/news/articles/2019-12-18/stanley-druckenmiller-is-embracing-risk-again-just-timidly?mc_cid=ae838a4f94&mc_eid=d27ddc011b If there is a better long term record by an investment manager than that of Stan Druckenmiller then I’d like to see it. So we are fortunate whenever we
Central Banks Are Committing To Intervention, As Earnings And GDP Growth Continue To Decline. “Monetary policy can no longer be the main engine of economic growth, and other policy drivers
Q3 2019 Review: Growth Down Interventions Up. I believe that on examining the post 2008 economic data, and comparing this recovery with past recoveries, the constant theme is Growth down
Pay attention to precious metals “If you don’t own gold…there is no sensible reason other than you don’t know history or you don’t know the economics of it…“ Ray Dalio,
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
© 2025 CB Management. All Rights Reserved.
