Cribstone Strategic Macro
Macro & Bespoke Corporate Equity Story Advisory
Macro & Bespoke Corporate Equity Story Advisory

Cribstone Founder Mike Harris has spent the past 30 years as a: multi-industry stock analyst, macro strategist, sell-side research manager, adjunct Professor of Finance, Economics & Management, IPO advisor and head of Investor Relations. He is a regular guest on CNBC, has been published in the Financial Times, and was one of the highest ranked sell-side research specialist in the history of the prestigious Institutional Investor Survey, with 22 number one rankings.

Cribstone’s approach to developing corporate, macro and policy investment cases has been stress tested over thousands of meetings with leading investors, corporate leaders, investment banks, journalists and government officials.
Cribstone’s expertise offers a rare combination of forensic market facing understanding of scores of industries with strategic macro and geopolitical expertise in dozens of key markets
Cribstone Strategic Macro provides macro advisory to some of the world's largest public and private equity funds and helps public company management and IR teams optimize their equity stories. Cribstone has advised on IPOs, Capital Markets Days, IPO feasibility, valuation studies and management and shareholder offsites for companies in London, Amsterdam, Vienna, Frankfurt, Madrid, Milan, Athens, Reykjavik & Istanbul
Keynote speaking "Your speech was awesome" CEO post keynote to 500 managers in multi industry organisation.
Verdict from Head of IR after advising on a Capital Markets Day "you outperformed our expectations"
Thought Leadership that moves beyond consensus
A Transformative Minimum Pump Price Proposal to Create Future Treasury Windfalls (pdf)
DownloadCribstone on why Burnham should target to door delivery, not warehouses (pdf)
DownloadA Better Way to Charge VAT on Indepent Schools published in the Guardian (pdf)
DownloadCribstone on a Better UK Mortgage Guarantee which PM Sunak only partially accepted (pdf)
DownloadMike Harris on how the UK can help motivate a two-state solution published in Scotland's National Ne (pdf)
DownloadTransforming UK Infrastructure - Heathrow for the 22nd Century Submitted to the IPPR Economics Prize (pdf)
DownloadCribstone Advice for the Bank of England published in the Financial Times (pdf)
DownloadMike Harris Proposal on Corporate Frequent Flyer Miles collaboration with Craig Coben published in (pdf)
DownloadCasual video, serious proposals
Mike's granular understanding of the UK's structural mortgage market weakness led him to call out the UK AS one of the most vulnerabile economies in adance of the Liz Truss budget fiasco
Mike's 2021 interview calling out he mistake the UK government was making in stimulating the covid housing market
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Mike's October 2024 call that mid-east related geopolitical risks mean that at any given time, Iran can do something disruptive to oil and that will be reflected in the oil price
Clear thinking about the prolonged instability that the horrific Hamas' attack would cause
Why the US relationship with Saudi will withstand the killing of Khasoggi in Istanbul
Why the US relationship with Saudi will withstand the killing of Khasoggi in Istanbul
Why Fed fear of macroprudential measures raised inflation
Why Fed fear of macroprudential measures raised inflation
The Fed based its policy on "transitory" inflation without ever proving it was
Understanding Fed Covid psychology
2020 Analysis of the interplay between Trump & Geopolitical Risk
Analysis of the price cap on Russian oil
How Corporate Frequent Flyer MIles reduce Productivity
Thought Leadership that moves beyond consensus
Mike Harris Barron's Article on the AI recession & Supercycle (pdf)
DownloadMike Harris proposal to MBS on Saudi-Isareli "normalisation" published by Royal United Services Inst (pdf)
DownloadCribstone FT Alphaville Piece on the Bank of England (pdf)
DownloadCribstone Financial Times OpEd on the US Minimum Wage (pdf)
DownloadCribstone - A Better Way to Analyze a $15 Minimum Wage (pdf)
DownloadWhy Turkey's opposition made a mistake choosing Kilicdaroglu (pdf)
DownloadCribstone Strategic Macro Turkey Update June 4 2024 Redacted PDF (pdf)
DownloadCribstone Turkey Update for Public Release December 2024 pdf (pdf)
DownloadSpeaking to a Turkish audience on the political drag on the Turkish economy
How the markets should view the arrest of Istanbul mayor Imamoglu
over 3 decades experience on Turkish markets
Why elections are risky for Turkish macro
Why investors were not investing in Turkey pre-election
Real Vision Interview
Foreseeing the day when the US adds FEd Swaps to the geopolitical toolkit
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