Michael Lebowitz | TalkMarkets | Page 4

Michael Lebowitz

Founding Partner - 720 Global and Partner at Real Investment Advice
Contributor's Links: 720 Global
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
Following: 7 Followers: 3267

All Contributions

Latest Posts
49 to 64 of 444 Posts
<<< 1 2 3 4 5 6 ... 28 >>>
The Dollars Death, Not So Fast
Wednesday, April 12, 2023 8:02 AM EDT
The old saying goes that the U.S. dollar is the cleanest shirt in the dirty laundry. Once again, talk of the dollar’s death will likely be proven false.
In this article: FXB, UUP
Read
Bills, Notes Or Bonds?
Wednesday, April 5, 2023 8:40 AM EDT
While the Fed is an important variable in the performance of all bills, notes, and bonds, its actions significantly impact shorter-term bills and have less influence on longer-term notes and bonds.
In this article: IEF, TLT
Read
A Federal Reserve Pivot Is Not Bullish
Wednesday, March 29, 2023 8:12 AM EDT
The Federal Reserve is outspoken about its desire to get inflation to its 2% target. If they were to pivot by as much and as soon as the market predicts, something has broken.
In this article: SPX
Read
Phase Two Of The Fed Follies
Wednesday, March 22, 2023 6:41 AM EDT
Stocks may rally in the coming weeks or months as it appears the banking crisis is over, and the Fed is set to pause and pivot. We offer caution; this may be the calm before the recession.
Read
Aftershock Life After Silicon Valley Bank
Wednesday, March 15, 2023 6:28 AM EDT
While headlines of bank failures and bailouts consume the media, few are contemplating the economic and financial aftershocks that will follow.
In this article: KRE
Read
Speak Loudly Because You Carry A Small Stick
Wednesday, March 8, 2023 1:49 PM EDT
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023.
Read
The No Landing Scenario And UFOs
Wednesday, March 1, 2023 6:00 AM EDT
Unlike a soft landing that envisions the Fed action’s dampening economic growth, the no landing scenario believes the economy will continue to grow at or above the trend growth rate.
Read
Gold Investors Are Betting On The Fed
Wednesday, February 22, 2023 11:42 AM EDT
By owning gold, investors are not necessarily hedging against a government default but ironically betting the Fed will increasingly misuse monetary policy to help the government avoid defaulting.
In this article: GLD, IEF
Read
Janet Yellen Should Focus On HOPE
Wednesday, February 15, 2023 9:11 AM EDT
HOPE is an acronym describing the lags and the sequence in which economic activity typically weakens before a recession.
Read
Soft Landing Or Recession?
Wednesday, February 8, 2023 5:45 AM EDT
To better appreciate what a recession is and how we can better track the odds of a recession, we lean on the arbiter of recessions, the National Bureau of Economic Research (NBER).
In this article: SPX
Read
Turmoil Lurks Around The Corner
Wednesday, February 1, 2023 7:38 AM EDT
Today, we are increasingly alarmed that another trading tool similar to portfolio insurance could set markets up for a bout of turmoil. 
In this article: TSLA, SPX, DJI
Read
Passive Value Investors Are Not Value Investors
Wednesday, January 25, 2023 6:45 AM EDT
Value investing has morphed into buying the largest companies simply because they are labeled “value” by the banks and brokers that are heavily incentivized to grow their asset base on which they earn fees.
In this article: PG, SWK Also: IVE, VIG, VTV, VYM
Read
Treasury Bonds FAQ
Wednesday, January 18, 2023 5:24 AM EDT
While other investors fret over yesterday’s inflation we look toward tomorrow’s inflation. Assuming monthly inflation rates remain low or decline further as we suspect bonds offer an incredible opportunity to earn historically attractive real yields.
In this article: TLT, SPTL
Read
Lower Stock Prices Are The Fed’s Goal
Wednesday, January 11, 2023 8:19 AM EDT
Fed members will not say it as bluntly as we do, but they have a long-held belief that stock prices directly impact the economy and, therefore, inflation.
In this article: SPX
Read
Three Paths For 2023
Wednesday, January 4, 2023 6:45 AM EDT
Expect the unexpected in 2023 and keep the Fed’s path top of mind.
Read
Capital Neglect Is Killing Capitalism
Wednesday, December 21, 2022 6:30 AM EDT
Repeatedly manipulating the price of capital results in weaker productivity growth and ultimately reduced economic activity. Ultimately it is the citizens that pay the price.
In this article: SPX
Read
49 to 64 of 444 Posts
<<< 1 2 3 4 5 6 ... 28 >>>