Insights & Research from
CB Investment Management

Here is an excellent overview of the how Europe is currently failing to address its accelerating problems and seems to be drifting towards fragmentation: link to article

“My point is that manipulating markets strips markets of price discovery of assets and risk and the feedback that enables markets to recover equilibrium; decisions made when risk and price

“Just as many on the edge of suffering a heart attack have no awareness of the risk they face, our financial system is blind by design to the enormous systemic

The consensus remains convinced that Treasury Bonds are massively overvalued. Here is a brilliant and highly credible explanation why that may be completely wrong, with the bonus of some additional

Here is an excellent analysis of how stock buybacks have been massively reducing the corporate tax bill particularly for the bigger companies: link to article The scale of this new

It is crucial that investors understand that it is time to choose between 2 different economic narratives, which are very well described here: link to article As investors consider this,

“… during the “difficult” economic times since the financial crisis began gathering force in Q1 2008, the S&P 500 companies have distributed $3.8 trillion in stock buybacks and dividends out

Brilliant explaination of the current economic predicament by Charles Hugh Smith. He explains how the Federal Reserve has now moved to the “duct-tape” era. This seems to have been confirmed