Charles Brown, portfolio manager at CB3 Financial, examines the post-election landscape and what it could mean for portfolios in the months ahead. He shares his perspective on political gridlock, the Federal Reserve’s next move, and the earnings trends shaping the market.

Charles also discusses pressure on household spending, the recent selloff in major technology companies, and the addition of financial-sector exposure to CB3’s discretionary strategies.

In This Episode

• Election takeaways and Charles’s outlook for Washington

• The market’s reaction and potential obstacles to data center expansion

• His expectations for the Fed’s December meeting

• Third-quarter earnings across energy, technology, and financials

• Affordability pressures and lagging consumer discretionary growth

• Alphabet, Amazon, and Meta’s declines

• Why CB3 added the financial-sector ETF XLF to discretionary strategies

Coming Up Join Charles for the CB3 Live Show on Thursday, November 12.

Hosted by Charles Brown, Portfolio Manager at CB3 Financial

Inflation grabs the headlines, banks deliver strong profits, and Wall Street still wants more. In this week’s CB3 Live update, portfolio manager Charles Brown examines the latest CPI report, energy’s role in rising prices, and why another Federal Reserve rate hike could arrive before year-end.

Charles also breaks down why major bank stocks fell despite strong earnings, how tensions in the Strait of Hormuz could keep pressure on oil prices, and why financial-sector strength matters for investors. Plus, his perspective on the October Fed meeting, AI’s growing influence on the market, and the uncertainties shaping his outlook for 2027.

Stocks bounced to start the week, but the gains told only part of the story. In this CB3 Financial weekly update, portfolio manager Charles Brown examines the semiconductor rebound, narrow market leadership, and what strength in mega-cap stocks means for CB3’s Discretionary Strategies portfolio.

Charles also previews key earnings from Netflix, Tesla, and Meta, discusses China’s uneven economic growth and continued disruptions in the Strait of Hormuz, and shares his outlook ahead of the Federal Reserve’s October meeting—including the forces shaping long-term bond yields.

Plus, CB3 Live returns Thursday, November 12, with significant changes and a preview of the next era of CB3 Financial.