CB Investment Management

Building a tower with blocks of wood can only go so far. It seems to work well in the beginning but at some point you know that every block you add is just one step closer to creating collapse. You are intentionally making the tower increasingly unstable. In the same way, central banks interventions are at the point where economic and market function are showing increasing signs of dysfunction and instability. [ 1,130 more word ]

Jenga. Intentional Instability, Buybacks, Unicorns, and Zombies. Building a tower with blocks of wood can only go so far. It seems to work well in the beginning but at some point you know that every block you add is just one step closer to creating collapse. You…

Investors in US equities should no longer be under illusions about what is the main driver of the rally since 2009. Debt, and government debt in particular. Attribution was examined in detail here: The S&P 500 has left pre-tax earnings far behind, cumulatively around 50%! Pre-tax profits are cumulatively almost unchanged since the beginning of 2014. Given how overwhelmingly important the rate of debt growth is to the US stock market, it is worth examining the debt outlook in great detail. [ 1,264 more word ]

US Markets. The Debt Bet. 5 questions. Interest rate cycle turn. Investors in US equities should no longer be under illusions about what is the main driver of the rally since 2009. Debt, and government debt in particular. Attribution was examined in detail here:…

Free Webinar 7pm to 8pm Monday November 5th Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation. The challenge of becoming a successful long term investor is rarely addressed in full. Without the proper foundation the markets will find out your flaws sooner or later. The starting point is awareness and humility, because the bad news is that none of us are hardwired to be successful investors. [ 214 more words ]

Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation. Free Webinar 7pm to 8pm Monday November 5th Transform Your Investment Mindset. Transform Your Long Term Wealth Accumulation. The challenge of becoming a successful long term investor is rarely addr…