Over My Shoulder

Michael Cembalest: 10th-anniversary issue of Eye on the Market

March 20, 2015

Here's the 10th-anniversary issue of Michael Cembalest's Eye on the Market.

He looks ahead to the next ten years, beginning with the consequences of “Central Bankenstein’s Monster” and following with ten topics that will affect the investment landscape. Cembalest always covers a lot of ground and does it very well.

Topics for the next decade
Central Bankenstein’s Monster
A note on China and the topics chosen for this document
1. The digitization of everything, and the need to safeguard it
2. Natural gas: production, electricity, fracking and the future
3. Environmental damage in the emerging world and US agricultural exports
4. Healthcare investing and free-riders in the developed world
5. Back from the dead: US regional banks
6. The interplanetary nature of underfunded US state pension plans
7. Mexico’s Big Bang structural reform
8. Europe’s race against time and history
9. On oil, geopolitics, demographics, alternative energy investing, US budget reform 
and the melting Arctic sea ice
10.  Tripping the Light Fantastic

Download - EOTM_Ten_Year.pdf