“We think the markets have it fundamentally wrong.”
“It’s the Dollar Stupid” – Paul Brodsky This article does an outstanding job of describing the real policies behind the headlines that are driving both policy and the markets.
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.
8 Reasons Why Trumponomics Will Flop
Junk Bonds 2 Year Negative Divergence Signal. Echoes of 2000 and 2007. Trump post election rally breaks the records. Echoes 2000 Trump Record Euphoria and Advisors Hugely Allocate
Historic Inflection Points …”There Are No Markets” … “Money System is a “Trickle Down” Racket” …. 3 Investment Choices
The relationship between stocks and bonds has reached a triple major historic inflection point. 7 reasons for a new paradigm – Reason 1: Inflation At A Quadruple Inflection Point?
“Voodoo Two Won’t Do”. US Stocks – Divergence Everywhere.
US Equities – Divergence Everywhere Record levels of bullishness A lower high in new highs versus new lows Volume not confirming either Not long before higher bond yields
Obstacles to Trump’s ‘Growth’ Plans
In this article, with highlights taken from the article as a preface, former British diplomat Alastair Crooke here attempts to list some of the difficulties Donald Trump will face in executing the
Trump Trade Will Accelerate Historic Credit Bust
The biggest credit boom in history US corporate cash flow/debt collapses as CFOs leverage balance sheets While real investment collapses CFOs just focus on stock prices No Wonder S&P
Economic Reality Returns. Many investors going “passive” at a dangerous time.
“Reality in Politics”? Economic Reality Returns But the Federal Reserve still has a different narrative So … bizarre conditions where Stocks AND Bonds AND commodities trade down Cyclical downtrend continues. Health CPI +
Dynamic Asymmetry. NY Fed Recession Probability Highest Since 2008
Reaching a “Critical Point” in the complex financial system Reality Check from professor Kotlikoff – also a presidential candidate! Dr Lacy Hunt explains that debt AND growth are about to get
How To “Buy Humilation, Sell Hubris”. Perception vs Reality.
What Client’s Must Know: “Perception versus Reality” Stock market heaven or hell? Or now just different versions of economic depression? “Fed risks repeating Lehman blunder as US recession storm gathers”
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