Guide to the Markets - Latin America
The Guide to the Markets provides an effective framework for communicating key market and economic issues to investors
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Active Management and QE-Distorted Markets
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.
Healthcare CIO Corner - Summer 2019
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
War of the Worlds
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.
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
Cold Turkey
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.