Fed Pivot Excitement Needs A Rethink
Check you premise and question short term market behavior. The pivot obsession seems to be a temporary market factor. Guessing the timing of the interest rate pivot on each data
Insights & Research from
CB Investment Management
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.
Historically Extreme Macro Conditions
Investors need to be aware that declining rates of change in both inflation and growth is the worst environment for equities, equities are at historic extremes relative the government bonds,
US Stocks Discount Only A Mild Recession
Misinformation and cycle blindness seem to be dominant dangers for market participants. The charts below show there should be no confusion about the downcycle in growth, which is being reinforced
Declining Workforce And Productivity. US Treasury Engagement. Druckenmiller, Jensen, And Roubini.
The under 55 US population fell 20m in the last 10 years,
Lower Productivity lowers growth raises inflation,
Tension Between Fiscal and Monetary Policy ….. US Treasury role
Cascading Crises. Can The Evolving Sovereign Debt Crisis Be Avoided?
The debt, growth, inflation, asset purchase, interest rate policy is becoming harder and harder to reconcile into an acceptable economic situation and debt is likely to become a growing key
A Brokerage Account Is Likely Safer Than Bank Deposits And CDs
“You might be shocked to learn that “your” money in your bank account is not actually yours. When you place money in a checking, CD, or savings account at the
Bonds Breaking Bad
Government Insolvency is now in play.
Long Term Government Bonds are becoming uninvestable.
Q3 2022 Review. Insight Track Record. Q4 2022 Outlook.
How can you ever really enjoy and relax about your current wealth and investment future unless accountability to capital preservation is hard wired into everything you are doing? Capital preservation
Will US Equities Revert To Inflation Era Valuations?
The chart shows that inflationary conditions, as seen last in the 1970s, are highly damaging for equity valuations. The average valuation for equities is more than 50% below the current
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