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Capital Market Consultants, Inc.
October 7, 2025

Reverting to an asset-heavy environment and the implications on potential returns

Capital Market Consultants, Inc.
October 7, 2025
Reverting to an asset-heavy environment and the implications on potential returns

Everyone always dismisses this one. Here’s 75 years of history clearly showing that the higher the price you pay, the lower the return you’ll get. 👍

By: Rasmus Tarp Ulveman

Source: https://shorturl.at/nh0Za

Capital Market Consultants, Inc.
October 3, 2025

Keep the predictable factors of long term investing top of mind

Capital Market Consultants, Inc.
October 3, 2025
Keep the predictable factors of long term investing top of mind

What moves stock prices:

By: Charles-Henry Monchau

Source: https://shorturl.at/rXWTq

Capital Market Consultants, Inc.
October 3, 2025

Not so fast, consider the timeframe discrepancies between P/E ratios and expected returns

Capital Market Consultants, Inc.
October 3, 2025
Not so fast, consider the timeframe discrepancies between P/E ratios and expected returns

Those high P/E ratios for S&P 500 stocks must mean poor returns going forward…not so fast!

By: Harald Berlinicke, CFA

Source: https://shorturl.at/usXXz

Capital Market Consultants, Inc.
October 3, 2025

Mag7 concentration is a byproduct of a diminishing global net equity supply

Capital Market Consultants, Inc.
October 3, 2025
Mag7 concentration is a byproduct of a diminishing global net equity supply

The story behind global equity supply explains more than just market flows—it helps reveal the roots of today’s Mag7 dominance.

By: Ryan Lemand, PhD

Source: https://shorturl.at/jEGvD

Capital Market Consultants, Inc.
October 3, 2025

Call option volumes have hit record highs

Capital Market Consultants, Inc.
October 3, 2025
Call option volumes have hit record highs

The explosive growth in US call option trading is more than a reflection of bullish sentiment—it’s a major source of systemic risk in today’s market.

By: Ryan Lemand, PhD

Source: https://shorturl.at/ADOr0

Capital Market Consultants, Inc.
October 2, 2025

Rapidly depreciating US Dollar to spark more inflation

Capital Market Consultants, Inc.
October 2, 2025
Rapidly depreciating US Dollar to spark more inflation

You can't make this up: The US Dollar is depreciating so quickly that Apollo says it will spark more inflation.

By: The Kobeissi Letter

Source: https://shorturl.at/oacTo

Capital Market Consultants, Inc.
October 2, 2025

Goods are the critical factor of sticky inflation

Capital Market Consultants, Inc.
October 2, 2025
Goods are the critical factor of sticky inflation

…It helps show two things being true at once. One is that we’re seeing inflationary pressures in goods and goods-producing sectors.

By: Beau King

Source: https://shorturl.at/vX1wq

Capital Market Consultants, Inc.
October 2, 2025

Preparing for what's ahead

Capital Market Consultants, Inc.
October 2, 2025
Preparing for what's ahead

By Igor Buinevici on X: What skills will truly matter by 2030? They won’t be purely technical. They’ll be deeply strategic.


Commentary: Charles-Henry Monchau

Source: https://shorturl.at/YtZyZ

Capital Market Consultants, Inc.
October 2, 2025

Rebalancing life

Capital Market Consultants, Inc.
October 2, 2025
Rebalancing life

Mohamed El-Erian was at the top of global finance - but he walked away from billions after one heart breaking list from his daughter…


By: Jospeh Cass

Source: https://shorturl.at/KvbCz

Capital Market Consultants, Inc.
May 16, 2025

A reverse perspective on trade and tariffs

Capital Market Consultants, Inc.
May 16, 2025
A reverse perspective on trade and tariffs

"The stock market is telling us that tariffs are a bigger problem than the trade deficit."

By: Francois Trahan, M2SD on Fisher Investments’ Article

Source: https://shorturl.at/zGl4A

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