Five Easy Pieces

Five Easy Pieces

Michael Cembalest Michael Cembalest

Michael Cembalest

Chairman of Market and Investment Strategy

发布日期: 2024年2月8日
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Eye on the Market, February 8, 2024

Five Easy Pieces:

  • Magnificent 7 stocks keep rolling, driving market concentration to its highest level since 1972
  • The improving performance of free open source large language models and implications for closed model revenue moats
  • The No Labels movement risks triggering a 12th Amendment Contingent Election if it wins electors in a few states
  • The Armageddonists: an update on one of my guilty pleasures
  • Bottom-fishing in Chinese equities and parallels to the 2008 TARP bill in the US

https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/five-easy-pieces

Michael Cembalest, JP Morgan Asset Management

T.K. Small

Proponent of effective and sustainable healthcare solutions

9 个月

Great discussion with Josh Brown. Thanks!

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Lisa Wood Shapiro

WIRED contributor covering air quality, formerly Vogue, Outside, Refinery29, and Real Simple.

9 个月

Wondered when you would finally use Five Easy Pieces.

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John A. Suarez, MBA, CIMA?

Advisor to Innovators + Founder of the Ferrari Club of America’s OFFICIAL Wealth Management Partner (Peristyle Private Wealth) + Co-Founder of River Basin Distillery

9 个月

Phenomenal to see the Armageddonist charts ????

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