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.
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Cold Turkey
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
The Armageddonists!
Armageddonists and the portfolio cost of fear, 2010-2019
Short People: the market rebound, and what comes next
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
So Long Yellow Brick Road
An update from the front lines of the Trade War, with a focus on implications for investors
Warren Peace
A close look at the Progressive Agenda, China’s deteriorating welcome mat in DC and US Tech IPOs.
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.
Food fights at the Fed and in the Leveraged Loan market
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Lost in space: The search for democratic socialism in the real world
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Smoot Hardly: the US-China trade war, prescription drug price legislation and the 2020 election
Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.