Michael Lebowitz | TalkMarkets | Page 5

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
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Our Currency, The World’s Problem - Part I
Wednesday, November 16, 2022 5:46 AM EDT
To foresee the next crisis, it is imperative to understand the dollar’s role in global finance and economics and the resulting role that the Fed plays in influencing international monetary policy.
In this article: UUP, GLD
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Finance Is At Fault, Not Russia, Powell, Or Biden
Wednesday, November 2, 2022 6:40 AM EDT
The financial media likes to have definitive explanations for every market gyration. We venture that in their current quest to explain this bear market.
In this article: SPX
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MBS, Convexity Vortex, And A Silver Lining For Bonds
Wednesday, October 26, 2022 8:54 AM EDT
Instead of complaining about recent bond losses, our time is better spent exploring the machinations of MBS investors to help assess where yields might be going.
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Picking Stocks In A Bond-Friendly Environment
Wednesday, October 19, 2022 7:18 AM EDT
Picking the right stocks instead of the most popular ones may be more rewarding than investors have grown accustomed to.
In this article: VNQ, XLE, XLF, XLV
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Goodbye TINA – Hello BAAA
Wednesday, October 12, 2022 5:39 AM EDT
The bond market sheep are now speaking up and saying BAAA. With U.S. Treasury yields around 4% and corporate bonds yields even higher, we might want to consider BAAA– Bonds Are An Alternative.
In this article: IEF, TLT, SPX
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Corporate Profit Growth Will Slow, Says The Fed
Wednesday, September 28, 2022 1:16 PM EDT
Michael Smolyansky, a senior Fed economist, claims corporate profit growth will slow appreciably. His case rests on corporate tax rates and interest rates.
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Tail Risk And Persistent Inflation
Wednesday, September 21, 2022 6:26 PM EDT
Given the lasting financial toll often caused by severe and unexpected adverse price movements, investors must appreciate potential causes of tail risk.
In this article: SPX
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Yields Are Defying Yesterday’s Logic
Wednesday, September 14, 2022 8:39 PM EDT
Economic activity is slowing, inflation expectations are falling, the Fed is aggressively fighting inflation, and QT has begun. In the past, those factors were a surefire recipe for a rip-roaring bond rally. Today bond yields defy yesterday’s logic.
In this article: FXE, FXY, IEF
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Consumer Staples Vs. Discretionary
Thursday, September 8, 2022 6:23 PM EDT
Earnings for consumer staples and discretionary companies rely heavily on individual consumers’ financial health and sentiment.
In this article: F, KO, TGT, WMT, COST, XLP, XLY, KHC
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Bear Market Wealth Management
Wednesday, August 31, 2022 5:19 AM EDT
The amount of time spent in bear markets is minimal, but the time lost recovering your wealth can be substantial.
In this article: SPX
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Deglobalization And Central Banking
Wednesday, August 24, 2022 8:04 AM EDT
Investors are comfortable with a Fed that willingly lowers rates and does QE at the first sign of economic or market trouble. That may change if higher inflation is more persistent.
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Will Powell Pivot? Don’t Count On It
Wednesday, August 10, 2022 7:00 AM EDT
Stocks are rallying on hopes that Jerome Powell and the Fed will stop increasing interest rates this fall, pivot, and start reducing them next year.
In this article: SPX
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Persistent Inflation Scares The Fed
Wednesday, August 3, 2022 6:44 AM EDT
The Fed is in the driver’s seat, and its reaction to inflation will dictate market returns.
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Inflation Or Recession, Which Concern Is Driving The Market?
Wednesday, July 27, 2022 7:26 AM EDT
Investors paying attention to the Fed and the market’s take on the Fed will be best situated to withstand what could be a volatile second half of the year.
In this article: XOM, XTN, IEF, XLB, XLE, XLI, XLK, ARKK
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Liquidity And Valuations – The Cornerstones Of Investing
Wednesday, July 20, 2022 7:00 AM EDT
Valuations help investors gauge the potential downside risk and upside potential in a stock or market, as well assessing liquidity conditions, including technical analysis, defining short-term trends, and helping with timing and asset selection.
In this article: SPX
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Japan And Europe – The Trolley Car Problem
Wednesday, July 13, 2022 4:27 PM EDT
While the situations in the U.S., Europe, and Japan are different, all three areas are paying the price for years of fiscal and monetary tomfoolery.
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65 to 80 of 441 Posts
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