2022. The Banquet Of Consequences.
“Sooner or later, we all sit at the banquet of our consequences.” Robert Louis Stevenson 2022 will be a banquet of consequences. A rising rate of change in both growth
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.
Retail Sales,New Orders Soar. Metcalfe’s Law And Crypto. Demographics And Growth. Sound Money Return? Inflation Allocation.
1. Retails sales explode alongside Inflation. Philly Fed new orders hit a 20 year high. Quad 2 reflation confirming in Q4 2021. Total retail sales jumped by 1.7% in
Dollar Purchasing Power Plunge Accelerating.
1. The downtrend in dollar purchasing power is accelerating rapidly, and faster than you may realize. The CPI actually understates the downtrend due to “hedonic” adjustments made to the
Quad 2 Reflation. Continuing record stimulus. Timing On Gold. Procyclical Buybacks.
https://wolfstreet.com/2021/11/05/average-new-vehicle-price-spikes-19-in-10-months-to-44000-in-october-unit-sales-tick-up-still-down-34-from-march-amid-inventory-shortage/ The charts above show the extremes of higher prices and lower sales that are being experienced in the US car market. Growth and inflation are likely to accelerate in
Inflation Accelerating Again As Fed Talks Tough But Takes No Action.
1. Current Inflation Spike Already Rivals Stagflationary 1973 and 1980. “The US Consumer Price Index has risen from 0.3% annualized to 5.3% over just the last 15 months. The last
Weekly Investment Insight. Growth Investor? Or Liquidity Speculator?
1. Growth Investor? Or Liquidity Speculator? The chart above was produced by one of the world’s biggest hedge funds, Bridgewater. It shows that Growth as an investment factor in equities
Weekly Investment Insight 09132021 – Inflation Pressure and Stagflation
1. Inflation is still trending higher. Inventory to sales reflects supply to demand. The everything shortage and price hikes mechanism is in full flow. This should be characterized as trending
weekly investment insight 08302021
The 5 most impactful comments. 1. The US has the easiest financial conditions ever and is far behind the rest of the world in starting to reverse policy. https://twitter.com/LizAnnSonders/status/1431209487810060290 In
weekly investment insight 08232021
1. Are you a Dunning-Kruger? How good do you think you are? 2. Central Banks cannot really taper with this slowdown. 3. The Dollar’s Debt Trap. 4. When the
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