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 Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway. Julie Segal Emotional Yields and the Price of Feeling Good Christopher Schelling AI Will Help CFM Discover New Sources of Alpha Sponsored by CFM