Blog | CB Investment Management

#PortfolioAllocation

Want To Make Higher Returns with Less Risk? Harness The Power Of Compounding.

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 properly review it. Returns alone tell you very little about your long term trajectory. It’s compounding that informs you whether or not you will be successful over time.

Want To Make Higher Returns with Less Risk? Harness The Power Of Compounding. Read More »

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.

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“I Don’t Get It.” Ray Dalio On Fed Policy.

Fed “credibility in shreds”? One hour Bloomberg interview with Ray Dalio Short or long term debt cycle? Central bank policy options shrinking fast Economic policy starts yielding to cycles again ——————————- Fed “credibility in shreds”? The Fed will have to “leave credibility in shreds to avoid a catastrophe” – Jim Rickards. For all of 2015 the Federal

“I Don’t Get It.” Ray Dalio On Fed Policy. Read More »

Mission Impossible Isolates The Federal Reserve

Nominal GDP reveals the failure of economic policy  Germany’s Finance Minister explains Guardian Suggests Central Banks stand aside Growing list of dissenters isolates the Fed on rate rises ECRI explains that the economic cycle turned down 9 months ago Crucial to allocate according to real economic cycles and techniques to handle volatility ——————————- Nominal GDP reveals

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