Will US Equities Revert To Inflation Era Valuations?
The chart shows that inflationary conditions, as seen last in the 1970s, are highly damaging for equity valuations. The average valuation for equities is more than 50% below the current
Insights to Help Craft Your Legacy
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.
Why Won’t The 2020s Be Worse Than The 1970s?
Typically stocks bottom well after the first interest rate cut, which may much longer than investors realize.
Given the debt levels, it will be much more difficult to reach
Capital Preservation. Always The First Priority.
The standard equity and bond allocation has been disastrous in 2022.
Investors who do not manage risk and drawdowns, have challenging compounding consequences.
Old Policies. New Paradigm.
Despite the extremes in historically reliable valuation measures, we can be certain of one thing: investors don’t care. They never do at market extremes. If they did, the financial markets
Asymmetric Options Trades. Inflation Noise. Bank Signal Deepens.
A healthy market and economy can’t continue for long without access to ample credit. The Bank stocks have been underperforming for well over 3 years. Far longer than they did
Stagflation Mispriced. Allocation And Credit Analysis.
What has become clear over the last month is that while central banks have been raising rates to contain inflation, the growth outlook has continued to deteriorate. Of key importance
The Burden Of Central Bank Policy Is Growing
Although the Fed admits they have little understanding about inflation they believe they are now fully on it.
At the same time as they are tightening aggressively to contain
Crisis In Fed Governance And Wall Street Guidance
Central Banks and Wall street remain cycle blind.
A major problem but also an opportunity.
Why Wall Street earnings estimates are likely to be wrong at the worst time to
Take Full Control Of All Your Investments, Including Held Away Accounts (401k, Government IRAs, etc.)
CB Investment Management has partnered with financial tech platform, Pontera, formerly known as FEEX. Pontera specializes in providing full access to all trading and managing of held away accounts (i.e.
Central Banks On Tilt
Last week the central banks displayed how far they are from resolving current challenges, and some made stunning inaccuracies in their assessments and statements.
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The Way Wealth Management Should Be Best Practice For The Best Results
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