People work all their lives to make money. When they retire, they want their money to work for them. Thus, an important question is: “How much can you withdraw from your nest egg on an annualized basis and still feel reasonably certain you’ll be able to meet your retirement income objectives?” That’s exactly the topic of this informative episode !

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It was a week of great earnings, plummeting volatility, and a week of performance that hasn’t been seen since November 2023!

Was this week’s market rocket ship an anomaly, or does this strength look to defy history, leading us into a strong AUG/SEP period of outperformance? Join us!

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There’s a very specific methodology we use to both buy and sell stocks. Arguably, it’s way, way more important to know when to SELL a stock than it is to know when to BUY it — emotionally and mathematically, The SELL side is more difficult than entrances. Learn more about that in this compelling episode!

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Sunday night, August 4th, the overseas markets opened very weak after the U.S. markets had traded strongly down Friday afternoon. That weakness followed through into Monday’s U.S.A. market session.

What has changed to cause this current market downturn? Is this sell-off short-lived, or will this market behavior last into the Autumn?

This episode will focus almost solely on the current portfolio action and what could unfold as we head into this pivotal week. It’s an absolute can’t-miss episode.

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Description: Last Wednesday, we had the worst market performance day since mid-2022! Does that mean Charles is moving our clients to some cash? Find out now!

Then, the FED meets this week with a rate-cut decision on Wednesday afternoon, and a large number of stocks report 2Q earnings. How will these events affect the markets this week?

Join Charles on his Monday podcast for insights on the markets’ possible direction for the end of summer, as we watch the huge inflow of news this week!

Listen on Apple Podcasts:
https://podcasts.apple.com/us/podcast/cb3-live-update-ep-10-monday-market-update-7-29-24/id1753802917?i=1000663708361

Spotify:
https://open.spotify.com/episode/5rhSXnb25P4ADdDZKhcb5q?si=033286a9ce2e49bb

Or wherever you get your podcasts!

Artwork by Heidi Steiner: www.heidisteinerdesign.com

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Yields haven't just climbed — they have charged.

The 10-year Treasury pressed toward 5.30% in September as the 30-year reached 5.64%, and the broad market sold off in rotation. Market Proxy fell 2.00% against the S&P 500's 0.45% decline — and the damage came through the equity sleeves. The bonds did their job; it was the equity sleeves standing in the rain.

And that's only the beginning.

This Thursday on CB3 LIVE!, Charles connects the dots between:

THE BOND BARRAGE — Yields at levels not seen since 2007. Short duration did its job too: the bond sleeve in Market Proxy barely moved while long bonds fell. That is why we own three-month paper, not thirty-year paper.

WARSH'S NEXT DOSE — The Fed hiked 2026.09.16 and plainly told us: "We removed a dose of accommodation." With the dot plot reading sixteen-to-two for another hike this year, is October next?

MUSE AND MICRON — Meta's Muse agent topped the App Store and ignited the AI trade's second wind. AMD crossed $1 trillion, the chip ETF ripped 6.2% in a week, and Micron's earnings put the memory cycle to the test.

AND THE BIG QUESTION: What does all of this mean for your money?

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Labor Day weekend is over. Now the markets get back to work.

And this could be a big week.

The August inflation report is coming, followed just days later by the Federal Reserve’s next rate decision. Charles is going live on CB3 LIVE! this Thursday, September 10 at 7:00 PM Central to break down what he’s watching, what could happen next, and what it could mean for investors.

There are three major developments converging this week—and investors need to be paying attention:
A jobs market that just re-accelerated. August hiring came in nearly triple expectations, with prior months revised higher. Is a stronger labor market making the Fed’s decision even harder?

Oil is pushing toward $100. Rising energy prices could put renewed pressure on inflation. Charles will explain why that matters and what he’s watching.

The Fed’s next move. Hike, hold, or something else? Charles will walk through the possibilities and what they could mean for stocks, bonds, and portfolios.

And that’s not all.

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Is it the summertime blues or the August Melt-Up? The market has been surprisingly strong this summer! And yet the FED seems inclined to RAISE, not lower rates. What does that mean to us as investors?

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Markets are STILL screaming higher — but are the risks GETTING MUCH LOUDER?

Join CB3 LIVE! this WEDNESDAY at 7PM Central on YouTube as we break down the three forces colliding right now: a runaway rally, a stubborn Fed WITH A NEW CHARIMAN, and Middle East uncertainty.

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Markets are STILL screaming higher — but are the risks sGETTING MUCH LOUDER?

Join CB3 LIVE! this Thursday at 7PM Central on YouTube as we break down the three forces colliding right now: a runaway rally, a stubborn Fed WITH A NEW CHARIMAN, and a STILL escalating Middle East backdrop.

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What was it like to trade in the options pits of Chicago? How does that trading culture affect today’s markets? Learn about those “roaring 80s” and how those years shaped today’s electronic markets. It’s all here in this interview!

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Join CB3 Financial’s Charles Brown as he interviews well-known NYC Commodity & Equity Trader Michael Melissinos. Learn how both men seek investment opportunities for their clients and how each one handles unique risks in commodities and equities trading. The CB3 1-on-1 Series continues with the outstanding insights discussed in this thought-provoking interview!

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Please join Tom Basso and me for an excellent discussion of Asian Island travels, a speech to the traders of the Singapore Stock Exchange, and an in-depth review of creating a trading plan, updating stop adjustments, and position-sizing strategies. The legendary “Mr. Serenity” guides us through it with Yours Truly as host!

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What happens when two money managers with dissimilar strategies by similar market objectives connect?

Tom and I get into the nitty-gritty details of how to make and keep money for ourselves and our clients.

NOTE: This is a podcast you may want to watch in the video version available on our website. Listeners on Spotify and Apple will still benefit from the audio-only version. Enjoy and learn!

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The internet, our e-mail accounts, and all our electronic devices that are connected to the internet can be great blessings in our lives. But, what happens when these same tools are perpetrated by cyber criminals intent on doing harm to us, stealing money from us, or impersonating our identity. Entry the Cyber Solution Engineers who create and maintain products to help us keep our internet identities protected. Join Charles and John Fatten, Solutions Engineer with SentinelOne Corporation, as they converse on the many aspects of Cyber security and how each of us can better protect ourselves against those who would harm us in the connected cyberspace world in which we all live.

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