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 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
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 What moves stock prices:By: Charles-Henry Monchau
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 Those high P/E ratios for S&P 500 stocks must mean poor returns going forward…not so fast! By: Harald Berlinicke, CFA
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 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
Capital Market Consultants, Inc. October 3, 2025 Call option volumes have hit record highs Capital Market Consultants, Inc. October 3, 2025 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
Capital Market Consultants, Inc. October 2, 2025 Rapidly depreciating US Dollar to spark more inflation Capital Market Consultants, Inc. October 2, 2025 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
Capital Market Consultants, Inc. October 2, 2025 Goods are the critical factor of sticky inflation Capital Market Consultants, Inc. October 2, 2025 …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
Capital Market Consultants, Inc. October 2, 2025 Preparing for what's ahead Capital Market Consultants, Inc. October 2, 2025 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
Capital Market Consultants, Inc. October 2, 2025 Rebalancing life Capital Market Consultants, Inc. October 2, 2025 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
Capital Market Consultants, Inc. May 16, 2025 A reverse perspective on trade and tariffs Capital Market Consultants, Inc. May 16, 2025 "The stock market is telling us that tariffs are a bigger problem than the trade deficit."By: Francois Trahan, M2SD on Fisher Investments’ Article