Blog | CB Investment Management

Investment Management

Policy Priority: Stocks. Even If It Leads To Stagflation.

Stagflation is a major risk for equities and it’s easy to miss. Why? Because Keynesian policy on steroids initially produces the opposite short term results as described above. So far that is the experience that market participants seem to believe is permanent. However, the inevitable 1970s experience is likely on its way and just a matter of time.

Policy Priority: Stocks. Even If It Leads To Stagflation. Read More »

Introducing Best Practice Financial Services.

It is crucial to protect your own Best Interest when it comes to financial services. No less an authority than Warren Buffet dismisses the value of most financial advisors on video here. Financial Advisors don’t seem to spend much time getting “Informed Consent” from their clients after explaining why their approach delivers Best Practice. Most clients

Introducing Best Practice Financial Services. Read More »

MMT Deepens The Debt Trap. RisksTo Bonds And The Dollar.

  “Modern Monetary Theory (MMT) is not modern and is not a theory. It has been implemented all over the world and only created massive inflation and poverty.” Daniel Lacaille   “While the G in C+I+G (in GDP) accounts for 17% of GDP, it contributed closer to 30% of the Growth in 2023.” Keith McCullough    “The

MMT Deepens The Debt Trap. RisksTo Bonds And The Dollar. Read More »

Compounding Returns Through The Age Of Intervention And Speculation

As 2024 begins, economic weakness provides a fertile background for aggressive policy action. Intervention support seems costless in the current environment. So the recent intervention is likely to continue to be supportive.

That being said the market is extremely overbought, and sentiment and allocations are also extremely high. Furthermore, some negatives will come into play.

Compounding Returns Through The Age Of Intervention And Speculation Read More »