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.
Market participants are highly committed to the bubble which policy makers won’t be able to sustain. It is crucial to make a distinction between excessive liquidity and “stimulus”, which leads
Excess policy stimulus is generating inflation, distortions, and weak long -term growth. The emerging trends are a small business depression, with a big business engineered bubble. The engineering is unsustainable.<br
“Gold has risen 89% in the past five years, compared to 85% for the S&P 500 and a disappointing 0.7% for the US aggregate bond index (as of May 17,
Inflation preparation is not apparent in most western portfolios, as discussed last week. But this issue is much bigger than that. In the 1970s debt levels, relative to GDP, were
Not only is the correlation between inflation and financial conditions very tight, and for twenty years, but this is the second derivative of inflation. In non-geek language, this means that
Gold and US Treasuries are already reacting to the possibility of a very different future investment environment, even as asset managers in aggregate are continuing to oppose this possibility even
Policy makers are losing control as markets expose policy failure and incoherence. The Japanese Yen has broken long term support. Central bank buying of gold is accelerating. Central banks realize
Compounding is core to investing and yet widely and deeply misunderstood
“Best Investors” wholly embrace it. However, most investors miss it completely, right at the outset, and then never
“Despite inflationary pressures pervasive in the economy, we are witnessing what might be described as the most undisciplined monetary and fiscal environment in history.”
With our Stagflation trajectory firmly in play, has there ever been a better time to own precious metals? Check out the set up. The six cases for gold.
It
Invest Like The Best reveals the proven strategies of the world’s top investors, showing you how to achieve higher returns with lower risk through disciplined, data-driven decision-making. If you’re ready to break free from conventional, flawed financial advice and take control of your wealth with transparent, repeatable best practices, this book is your roadmap to smarter investing.
© 2025 CB Management. All Rights Reserved.
