CB Investment Management

“The number of zombie companies in advanced economies last year stood at 536, or 13% of the total, according to Bank of America Merrill Lynch.” A September 2018 BIS report wonders whether this is setting a low interest rate trap for policy. “Lower rates boost aggregate demand and raise employment and investment in the short run. But the higher prevalence of zombies they leave behind misallocate resources and weigh on productivity growth. [ 684 more words ]

Global Financial Zombification. Russell 2000 Junk. “The number of zombie companies in advanced economies last year stood at 536, or 13% of the total, according to Bank of America Merrill Lynch.” A September 2018 BIS report wonders whether this is s…

Global growth is uniquely challenged with PMIs in significant downtrends at the same time in the US, China, Japan and Germany. The US is the only one of these 4 countries where the PMI is not already in outright contraction. Policy makers, as usual, have responded with massive amounts of debt and liquidity. “The U.S. budget deficit widened to $310 billion in the first four months of the fiscal year, underscoring the revenue hit from Republican tax cuts and an increase in government spending. 461 more words [ 362 more words ]

Global Policy Failure, Market Dislocation, Investment Strategies To Avoid Gambling Global growth is uniquely challenged with PMIs in significant downtrends at the same time in the US, China, Japan and Germany. The US is the only one of these 4 countries where the PMI is not alre…

Financial Mindset Bootcamp Tower Club, Tysons, VA 11am 12th January 2019 including lunch Chris Belchamber, Belpointe Asset Management What are the best practices of the most successful investors? Few seem to be clear and stray towards suboptimal outcomes. Chris will explain how this happens throughout the investment process. Starting with the mindset, through allocation, and even assessment measures. Together with cycle analysis, his “Investment Mindset Bootcamp” can open your eyes to unique insights and transformative outcomes. [ 108 more words ]

Redefining Investment Management. Executing Transformation. Financial Mindset Bootcamp Tower Club, Tysons, VA 11am 12th January 2019 including lunch Chris Belchamber, Belpointe Asset Management What are the best practices of the most successful investors? F…