This Eye on the Market is about the predominant vision for the future which involves the electrification of everything, powered by solar, wind, transmission and distributed energy storage.
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Electravision

Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.

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With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an investor’s perspective. Topics include agricultural price inflation in the wake of Russia’s invasion of Ukraine; public and private equity investments in agriculture, farmland ownership and the drivers of farmland returns; seed bio-engineering designed to reduce consumption of fertilizer, fungicide and water; and some satellite data on the immense agricultural damage occurring in Gaza and Israel. The Appendix addresses the avian flu’s impact on agriculture and the food supply.
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Animal Farm

Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk, GLPs, housing, China, Truth Social and Meta’s latest open source model
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Cicadian Rhythms

The Good, the Bad and the Ugly: an investor lens on tech valuations, AI, energy and the US Presidential Election.
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The Good, the Bad and the Ugly

Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and bottom-fishing in Chinese equities.
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Electravision

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