Michael Lebowitz Blog | Talkmarkets | Page 1
Founding Partner - 720 Global and Partner at Real Investment Advice
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As a strategic investment consultant, 720 Global focuses on enabling our clients, professional investment managers, to raise their quality of service and increase profitability. Our services provide you with expertise in capital markets, macroeconomic research and analysis, asset allocation, ... more

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Monthly Fixed Income Report – May 2018
Despite a challenging start to the year and recent turmoil in some European bond markets, U.S. fixed income markets perked up in May with five of the seven primary fixed income sectors posting positive monthly returns.
Our Two Cents On The Dollar
Despite the recent uptick, the dollar has been steadily declining since the presidential inauguration, and the positive and negative implications of the trend are becoming more evident to politicians, economists and investors.
The Headwind Facing Housing
If interest rates do indeed continue to rise, there is a lot more risk embedded in the housing market than currently seems apparent as these and other dynamics converge.
What Do CO2 And MLB Have To Do With German Bunds?
The level of Carbon Dioxide (CO2) spewing from the Mauna Loa volcano in Hawaii influences the yield of German ten year Bunds.
Stoking The Embers Of Inflation
Monetary Velocity, an oft-misunderstood metric that quantifies the pace at which money is spent, has recently shown signs of rising after trending lower for the better part of the last decade.
Viewing Employment Without Rose-Colored Glasses
Low initial jobless claims coupled with the historically low unemployment rate are leading many economists to warn of tight labor markets and impending wage inflation.
Nowhere To Hide
Correlation is a statistical measure that quantifies the relationship between two financial assets or securities.
Is Hypervolatility Signaling A Bottom?
When volatility is signaling heightened concerns and possibly warning that the long-term trend might be changing, caution and attention are warranted.
Triffin Warned Us
Trade negotiations and threatening global tariff volleys are contributing to significant volatility in the financial markets.
Quick Take: The Real Catalyst Behind Monday’s Tech Beating
The real lead is that the market is perched at unprecedented valuations and as such is uniquely vulnerable to sharp declines.
Contours Of The Correction
Despite the recent correction, the U.S. equity markets still easily lead all major global markets in terms of valuation. This is not a cause for optimism, it is a sign of extended risk.
Quick Take: GDP Linked Bonds?
There is a core concept in finance that states that an investor should be properly compensated for the amount of risk taken.
The Mind Blowing Concept Of "Risk-Free’ier"
Unlike stocks, which trade at a dollar price and are not easily comparable to the price of other stocks or indices, all bonds trade at a yield spread to some benchmark, usually UST.
Fasten Your Seat Belt, Turbulence Ahead
U.S. Treasury securities across the maturity spectrum are reaching yield resistance levels that have proven for decades to be extremely valuable to investors engaged in technical analysis.
Buy The Dip Or Sell The Rally
The bull market, now almost ten years old, has been supported by a number of technical pillars. Of these, three of the more significant ones are the “BTFD” mentality, shorting volatility (often referred to as vol), and corporate share buybacks.
March Madness For Investors
It is that time of year when the markets play second fiddle to debates about which twelve seed could be this year’s Cinderella in the NCAA basketball tournament.
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