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 serves Public Market investors with hundreds of billions of assets in Global Emerging Markets, some of the world's largest private equity funds, and has advised on IPOs and Capital Markets Days in London, Amsterdam, Vienna, Frankfurt, Madrid, Reykjavik & Istanbul
Cribstone Strategic Macro's differentiated combination of company, industry, macro and market perspective is as fundamental and unique as Harpswell Maine's iconic granite Cribstone Bridge
A detailed discussion on Mike's thesis that corporate Frequent Flyer Miles reduce workplace productivity
Few called the UK vulnerability to rising rates like Cribstone Strategic Macro founder Mike Harris did in early 2022
The Fed's refusal to introduce macroprudential measures means a higher exit policy rate
Why the Fed's refusal to tackle housing has taxed us all
In August 2021, Mike Harris made it clear that that markets were being too complacent and either bonds or equities had to give in late 2021
Why the bond market is subservient to the Fed
Why Greece can breathe easier in the run up to the Turkish Presidential Election
The Fed said "transitory" but they failed to "prove" what they said
Cribstone CNBC Interview on the US Economic & Fed Outlook June 2020
Cribstone on why a Democratic Clean Sweep would be good for markets, and why a pre-election risk/reward calculation to buy protection against potential disruptive risks - CNBC Squawk Box August 2020
Thoughts on Turkey's potential for FED swap lines and why Turkey is less vulnerable than the market perceives. Note switches to English at 2min 17 sec
Cribstone's out of consensus view on why the Saudi killing of journalist Jamal Khashoggi would lead to a fall in the oil price
A tutorial on Turkey for any Investor or Policy Maker
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Cribstone's mantra to solving for macro policy and stock market controversies: Forensic Analysis, understand consensus, identify controversies, stress test answers
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