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Very Interesting Article and Video Presentation.Michael Cembalest is the Chairman of Market and Investment Strategy at JP Morgan Asset Management.
Since 2005, Michael has been the author of the Eye on the Market, which covers a wide range of topics across markets, investments, economics, politics, energy, municipal finance and more.
For 2025:
Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong?
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Comments
Five days ago, I started what I hoped is a permanent thread on Michael’s Eye on the Market.
https://www.mutualfundobserver.com/discuss/discussion/63140/eye-on-the-market
I received not a single interest. I hope your post receives interest.
My apologies... great minds think alike!
I would encourage you re-posting as you mentioned in your post. Thanks for seeing this as a duplicate.
No reason to force feed others - can not do more than show sign posts. The job is done if your thread becomes a permanent thread.
Just keep posting here with a link whenever Michael comes out with a new article. You know I am interested. Two is a quorum!
The historical context Michael provides was appreciated.
His presentation was very thought-provoking.
I've read Eye on the Market previously but somehow forgot about it (info overload).
Thanks for the reintroduction!