CB3 Financial

In this week’s CB3 Financial Weekly Update, Charles Brown unpacks an extraordinary week for U.S. equities. The Dow hit its first record close of 2025, powered by tech giants, AI, and broadening market momentum. We break down the forces behind the rally, from small-cap strength to megacap tech dominance.

Beyond Wall Street, the Trump–Putin summit in Alaska captured global headlines, while Fed Chair Jerome Powell’s Jackson Hole speech ignited hopes of a September rate cut—potentially the first of several. What does it all mean for investors heading into autumn? Charles highlights the risks, the opportunities, and why the coming months could set the tone for year-end markets.

Stay tuned for insights on stocks, sectors, and strategy as we head into the fall season.

This week’s CB3 Financial Market Update unpacks a turbulent week for investors. The Dow flirted with record highs while tech and semiconductor stocks cooled off. Healthcare and small-cap stocks surged, fueled by strong earnings and Warren Buffett’s moves into UnitedHealth. Meanwhile, the historic Putin–Trump summit in Anchorage drew global attention but delivered little progress on Ukraine, leaving markets bracing for continued geopolitical uncertainty. With inflation steady, retail sales cautious, and investors eyeing upcoming Q2 earnings, we explore where opportunities are emerging as leadership rotates between sectors. Stay tuned for insights on what’s driving the markets—and what to watch in the week ahead.

The bulls are running, but how long can they keep the pace? This week, CB3LIVE unpacks three stories shaping August: the market’s streak of lifetime highs and whether momentum has room to run; the “Big Beautiful Bill” and its early ripple effects on paychecks, factories, and portfolios; and Nvidia’s $4T milestone — what concentrated tech leadership means for opportunity and risk. Plus, a quick look at small-cap strength, dividend resilience, and the signals that matter as 2Q25 earnings season kicks into gear.

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!

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!

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 it.  AND WE AT CB3 do, too. Let's talk about it -- join us!

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!