Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, po
A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications
For participants in the China equity rebound trade: once you hit your return targets, take the money
Candidate policy comparisons in a historically polarized US Election; China stimulus package The U
NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earni
A surge in the Japanese Yen is resulting in home repatriation of Yen-funded positions overseas, and
From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated lar
The Supreme Court vs the Regulatory State. Recent Supreme Court rulings may now usher in the largest
Investing in professional sports leagues and related businesses. As rules around private equity owne
With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an
Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&
The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US President
This Eye on the Market is about the predominant vision for the future which involves the electr
Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels m
This Eye on the Market is about all the things that can be true at the same time. The collapse of th
A top ten list on what might happen… not what will happen, in honor of strategist Byron Wien View vi
The impact of weight loss drugs on equity markets. View video here
Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a har
A review on industry returns in private equity, venture capital, hedge funds, commercial real
Six questions and answers on the intersection between geopolitics, US politics and financial markets
Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estat
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