Why a Slowdown in Emerging Markets Could Be a Good Thing What's bad for emerging markets is good for the U.S., says Francois Trahan, founder of Cornerstone Macro. Here's why. Related Articles Macro Investing Continues to Drive Results at David Einhorn’s Value-Oriented Fund Stephen Taub Podcast: Macro Is Back — But Ken Tropin Says That Doesn’t Make It Easy Julie Segal Institutional Asset Owners are Rethinking ETFs Sponsored by Invesco