Weekly Investment Insights 08162021
1. The folly of ruling out a collapse. The valuation metric that most closely inversely correlates with poor future long term returns is unequivocal. 2. “Scramble for survival” for the next
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.
Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction.
Q2 2021 Review. From Extreme Distortion To Unstable Dysfunction. One way to look at whether QE has distorted asset prices is to create a ratio chart. The chart below shows
The “Helicopter Parent” Fed and the Fatal Crash of Risk. To Succeed as an Investor, You Need to Understand These 2 Simple Concepts.
“Helicopter Parents generate a perfection of moral hazard, defined as there is no incentive to hedge risk because one is protected from its consequences. Moral hazard perversely increases the incentives
How to Know Your Risk and Invest Like the Best. Podcast.
Luck plays a huge part in investing if you’re not doing it the right way. How would you rate your decision-making ability when it comes to your investments? https://maplemoney.com/podcast/know-your-risk-and-invest/
Take the Guesswork Out of Investing With These 2 Simple Systems
The following is adapted from “Invest Like the Best”. Most people would agree that one of the best ways to get better at something is by learning from an
Q1 2021 Review: Highest average equity allocation to the worst ever long term expected return. Be a better investor than Isaac Newton.
Q1 2021 Review: Highest average equity allocation to the worst ever long term expected return. Be a better investor than Isaac Newton. https://royalsocietypublishing.org/doi/10.1098/rsnr.2018.0018 Many smart and successful individuals often make
2020 Review: Fiat Money Explosion. Levitation and Instability.
Fiat Money Explosion. Levitation and Instability. https://www.goldmoney.com/research/goldmoney-insights/the-next-dollar-problem-has-just-arrived The US money supply explosion in 2020 was far beyond anything we have experienced before, and yet it was also just
Q3 2020 Review
Q3 2020 Review In my Q4 2019 review I drew attention to the downtrend to new post 2008 lows in global growth, in terms of both trade volume growth and
Q2 2020 Review. Policy chaos adding to economic crisis.
Q2 2020 Review. Policy chaos adding to economic crisis https://twitter.com/LynAldenContact/status/1275123151614115840 The chart above shows that the S&P 500, priced in gold, peaked in 2018, and is now in a
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