A Coronavirus update: severity, consequences and implications for investors
In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Answers to questions on the coronavirus, US megacap stocks, the cost of Democratic Healthcare plans, the Iowa caucus and the problem with the student loan system.
An update from the front lines of the Trade War, with a focus on implications for investors
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Armageddonists and the portfolio cost of fear, 2010-2019
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.