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Jan 7, 2025 | 
wealthcreationinvesting.com | Howard Marks |Michael Cembalest
view original postAs we turn the calendar to 2025, investors should consider making New Year's resolutions to lead a healthier investment life in the coming year. Here are some ideas:1. Consume less news about your investmentsA "media diet" can help reduce investors' stress about the day-to-day market swings. Being overly sensitive to the latest headlines can lead to an "activity bias" of trading too much.
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Sep 30, 2024 | 
chase.com | Michael Cembalest
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Aug 16, 2024 | 
themebfabershow.com | Michael Cembalest |Tom Lamont
The Meb Faber ShowWelcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
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Jun 7, 2024 | 
edwardconard.com | Michael Cembalest |William H. Frey |Scott Patterson |Nate Moore
Michael Cembalest @jpmorgan notes that since 2005 the value of sports franchises has significantly outpaced the S&P 500; franchises are currently richly valued, trading at 5-12x sales relative to ~3x sales for the S&P 500. Forbes constructs a valuation index for each league. As shown on the left, these indexes have substantially eclipsed the S&P500 since 2005.
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Apr 23, 2024 | 
edwardconard.com | Myles McCormick |Jamie Smyth |Michael Cembalest |Matt Klein
Harold Hamm, chair of Continental Resources argues, “If you didn’t have the shale revolution now you would have $150 oil . . . You would be in a very volatile situation. It would be horrendous.” As of this writing, TWI is $82 per barrel. “Shale has redrawn the map of world oil in a way most people don’t seem to understand,” said Daniel Yergin, vice-chair of S&P Global and a Pulitzer Prize-winning energy historian.
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Jan 14, 2024 | 
dallasexpress.com | Andrew Terrell |Michael Cembalest
Joe Biden will likely withdraw from the 2024 presidential elections “sometime between Super Tuesday and the November election,” says a JPMorgan strategist. JPMorgan Asset Management strategist¬†Michael Cembalest has released his list of 10 possible surprises in 2024. The list was compiled as part of the firm’s 2024 Outlook and in honor of former Market Strategist Byron Wien, who had published top 10 lists annually before dying at age 90 last year.
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Jan 7, 2024 | 
businessinsider.nl | Michael Cembalest
Joe Biden could pull out from this year's presidential elections, says a JPMorgan strategist. Michael Cembalest said Biden's withdrawal could happen "sometime between Super Tuesday and the November election." Biden's candidacy has been beset with concerns over his low approval ratings and advanced age. President Joe Biden may not be on November's ballot papers, says JPMorgan Asset Management strategist Michael Cembalest.
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Apr 12, 2023 | 
rankiapro.com | Michael Cembalest
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Feb 21, 2023 | 
am.jpmorgan.com | Michael Cembalest
[START RECORDING]FEMALE VOICE: This podcast has been prepared exclusively for institutional wholesale professional clients and qualified investors only as defined by local laws and regulations. Please read other important information, which can be found on the link at the end of the podcast episode. MR. MICHAEL CEMBALEST: Welcome to the February 2023 Eye on the Market podcast. This one is called Winter Heating.
