Joe Weisenthal endorses Michael Cembalest’s June 23, 2026 report, calling it “fantastic,” and singles out several pages on AI while praising Cembalest’s meticulous research. He directs readers to the JPM Private Bank report documenting the ongoing dominance of US financial assets.
Joe Weisenthal (@TheStalwart) praised a Michael Cembalest report posted 2026-06-23, calling it “fantastic” and noting it includes several pages focused on AI.
BTW, the entire Cembalest piece is fantastic, including several pages on AI, and you have to be incredibly impressed, as always, by the degree to which he does his homework on whatever market he's talking about.
Joe Weisenthal (@TheStalwart)
New Michael Cembalest report about the ongoing dominance of US financial assets assets.jpmprivatebank.com/co…
— https://nitter.net/TheStalwart/status/2069446724452565169#m