CB3 Financial

CB3 Financial

Financial Commentary, Stock Market Updates, Educational Recordings, and 1-on-1 Interviews from CB3 Portfolio Manager Charles Brown, III (a.k.a. CB3)

Episodes

August 4, 2025 6 mins
  • U.S. stock indices powered to multiple all-time highs early last week, continuing the 2025 trend of record-breaking rallies.
  • Thursday and Friday brought a reality check: stocks reversed on renewed economic worries, ending the week off those peaks.
  • Looking ahead to the first week of August: another wave of second-quarter earnings arrives, with market-mov...
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  • U.S. stock markets just notched multiple lifetime highs – S&P 500 and Nasdaq are leading the charge.
  • Market momentum fueled by blockbuster earnings beats, especially in Big Tech and AI – Alphabet’s numbers left analysts cheering!
  • Looking ahead: It’s not just busy – it’s the BIGGEST week of 2Q25 corporate earnings. Apple, Meta, Amazon, and more are a...
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  • The S&P 500 and Nasdaq closed out last week with multiple all-time highs, brushing off tariff headlines and economic worries.
  • Investors cheered better-than-expected corporate earnings as big banks and consumer giants kicked off the Q2 reporting season.
  • Tech stocks led the way, even as the Dow slipped on Friday—setting the stage for a busy week ahead...
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The S&P 500 and NASDAQ continue to trade near yet more new all-time highs!  On the schedule this week is the major bank earnings reports, as well as Nvidia's continued ascent as the world's largest publicly traded company. Join us as we review last week and look ahead to the key earnings reports!

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What fireworks created got us to fresh new Lifetime Highs and what does it mean for July? And how is your Money in Motion affected?  Listen Now!

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Well, they did it again. The S&P 500 and the NASDAQ both closed the week—and the quarter—at new all-time highs!  And, here’s a development that can’t be ignored: Congress passed the so-called “Big Beautiful Bill”—a sweeping fiscal measure that injects over $900 billion into infrastructure, clean energy credits, and a slew of pro-growth tax incentives. Whether you think the bill is brilliant or bloated, the market clearly loves ...

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As you know, the United States dropped bunker‑buster bombs on three Iranian nuclear sites. President Trump called it a “spectacular military success,” The global stage just got hotter, and markets are paying attention. Will these acts hurt -- or actually HELP -- our portfolios!

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Last week started with considerable optimism. The S&P 500 breached the psychologically important 6,000 level for the first time since February 21st.  And then Israel bombed Iran and set off a chain reaction with a stronger dollar, higher Crude Oil, and more market anxiety. But today, Monday the 16th, the markets are sharply higher. Let's look at what that both of these trading days mean for your money!

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What's an investor to do? What with geopolitical uncertainties, the world's richest and most powerful men now in an ugly break-up, the S&P 500 just inches from a new high, is this the time to buy OR to take the profits and run??  CB3 handles all this and more in his pithy -- and actionable -- style. It's another can't miss show!

 

Any stocks or other assets discussed in this podcast are for informational purposes only and do no...

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What a month May turned out to be! After a rocky start to the year, Wall Street delivered its strongest monthly rally in a year and a half, with the S&P 500 posting its best May since 1990—a gain of more than 6%. The Dow Jones Industrials climbed 4%, and the Nasdaq soared, up 10% for the month, driven by a tech resurgence led by the artificial intelligence industry. Nvidia was the standout, jumping over 23% in May after a block...

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Last week, global equity markets faced renewed volatility and a distinct shift in sentiment. U.S. stocks led the retreat, with the S&P 500 down 2.6%, the Dow Jones Industrial Average off 2.5%, and the Nasdaq falling 2.5%. Small- and mid-cap stocks fared even worse, reflecting broad-based risk aversion. Yet, the S&P 500 now sits just 5.6% below its all-time high set only three months ago.  Are we going higher from here? Wi...

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Last week, U.S. S&P 500 stocks surged 5%, even as Moody’s downgraded U.S. debt. The market shrugged off the news, the same news which had raised questions about market resilience and fiscal stability. We break down the rally, update the inflation trends, and preview this week’s crucial economic data that could shape market direction. Tune in for this timely insight with Charles Brown on CB3's Market Update.

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Charles Brown (CB3) provides a clear, investor-focused explanation of how tariffs work and their impact on markets and portfolios. According to CB3, tariffs are government-imposed taxes on imported goods, which are intended to make foreign products more expensive and thereby encourage consumers to buy domestic alternatives. However, CB3 emphasizes that the real-world effects are more complex. When tariffs are introduced-such as tho...

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The week ending May 10, 2025, was marked by cautious trading, tariff headlines, and central bank watchfulness. Investors weighed fresh trade developments and awaited additional key economic data. The major U.S. equity indices ended the week slightly lower, except for the Russell 2000, which broke recent winning streaks and reflected a market searching for direction amid persistent policy and geopolitical uncertainty.   What is ahe...

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In this APR/MAY Monthly update, Charles Brown (aka CB3) recaps the sharp volatility triggered by sweeping US tariffs, with the S&P 500 and Dow posting their third straight monthly declines, despite a late-month recovery, as the Nasdaq eked out a small gain. We break down the key drivers: trade policy uncertainty, a surprise GDP contraction, and S&P 500 sector swings.  Then CB3 previews the challenges ahead for May, includin...

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I’m traveling between Baltimore, Virginia and New York City today, but I wanted to give you an update on what I’m seeing from early strength in the S&P turning to midday weakness in all the market indices. I’ll have more of an update later this week.

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With the S&P 500 continuing to roll on China Tariffs, CG & GI are holding their own, with GI actually beating the S&P 500 by more than 4%. 

I'll tell you what I see for the week ahead with all the upcoming earnings.  This a time to hold on while the markets awaits US/China tariff resolution.

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With the S&P 500 closing UP on Wednesday and Friday, is the worst of the correction behind us?  That depends on the China Tariffs, IMHO! 

I'll tell you what I see for the week ahead!

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The S&P 500 is down -13.7%, yet CG - 10.3% and GI is only -4.93%. Has the market found a bottom or is the Tariff Tantrum in control?

Join us for the CB3LIVE Update!

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Thursday’s plunge reflects investor panic over a potential global trade war.

Economists warn these tariffs could push the U.S. into recession, with the average import tax rate now at 22%—the highest since 1910. What does that mean for our portfolios? 

LISTEN NOW

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