Michael Lebowitz | TalkMarkets | Page 7

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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Microsoft’s Stock Valuation And Baseball
Wednesday, February 16, 2022 8:19 AM EDT
Over the last few years, investors have bid up prices of some stocks to historical valuations. Many of these investors are speculating on price and have little appreciation of underlying fundamentals.
In this article: MSFT Also: TSLA
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Value Stock Funds Are Lacking Value
Wednesday, February 9, 2022 5:09 AM EDT
Proctor & Gamble is a conservative and highly regarded consumer staples company with a 180-year track record. The company produces many globally admired consumer brands, some of which we share below.  
In this article: PG, MOS Also: SPX, VVIAX
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The Fed Put: Is Powell Repealing It?
Wednesday, February 2, 2022 4:36 AM EDT
Liquidity is the lifeline of markets, and the Fed, directly and indirectly, manages its flow via QE and zero rates.
In this article: SPX
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Fear And Greed: An Investors Two Worst Enemies
Wednesday, January 26, 2022 5:08 AM EDT
Over the past two years, investors have had to balance fear and greed amidst market, economic, and political unpredictability.
In this article: OIL, UCO, UNG, SPX
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Instability Or Inflation, Which Will The Fed Choose?
Wednesday, January 19, 2022 7:43 AM EDT
Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it. They frequently mention how effective their monetary toolbox is in managing inflation.
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2022 Investment Outlook – Stocks And Bonds
Wednesday, January 12, 2022 5:03 AM EDT
Not only should we expect the unexpected, but the market reactions to the unexpected may be vastly different than what many assume.
In this article: IEF, SPX
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2022 Outlook: Tailwinds Shift To Headwinds
Thursday, January 6, 2022 9:59 AM EDT
This year’s monetary and economic environment will not be as friendly for assets as last year. But, if we learned anything in 2020 and 2021, it's that stocks can climb a wall of worry efficiently.
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MMT’s Fatal Flaw: Political Willpower
Wednesday, December 22, 2021 4:31 AM EDT
MMT, or Modern Monetary Theory, offers a new monetary “logic” that allows the government to spend without concern for debts and deficits. Does MMT seem too good to be true or does MMT’s fatal flaws render it troublesome?
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Dollar Appreciation Threatens The Global Economy
Wednesday, December 15, 2021 8:20 AM EDT
The Fed is starting to reduce liquidity, and global markets are beginning to stir. The dollar, for one, is on the rise, and with it comes underappreciated consequences.
In this article: UUP, FXE, FXA, FXB, FXC, FXY
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An Investment Playbook For Thriving During The Next Market Crash
Wednesday, December 8, 2021 11:36 AM EDT
Most investors have no idea that the most considerable risk to their portfolio occurs if the Fed cannot continue to be a market magician. The next market crash will likely be the result of a Fed error.
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Is A Stock Market Crash Like 2000 Possible?
Wednesday, December 1, 2021 4:43 AM EDT
Economic and earnings growth rates today are weaker than 20 years ago. Further, debt levels, measured as a ratio to GDP, are much higher today.
In this article: SPX
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Viking Analytics: Weekly Gamma Band Update
Monday, November 22, 2021 9:11 AM EDT
The S&P 500 reached all-time highs again on Friday, and the gamma flip level at the end of the week rose to 4,650.
In this article: SPX
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FAANG Stocks Keep The S&P 500 Afloat
Friday, November 19, 2021 9:48 AM EDT
Thanks to the FAANG stocks, the S&P 500 and Nasdaq were higher on the day. AMZN (+4.15%), AAPL (+2.85%), and GOOGL​​​​​​​ (+1.22%) led the charge for the FAANG stocks.
In this article: AAPL, AMZN, META, GOOGL, NFLX, NVDA
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The Next Big Shock
Thursday, November 18, 2021 10:11 AM EDT
President Biden says he will choose the next Fed Chair in the coming days. The market is betting that Powell gets renominated, but some believe Lael Brainard has a chance. 
In this article: IEF, SPX, VIX, TYX
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Stock Options Expiration Looms
Tuesday, November 16, 2021 7:18 AM EDT
With the recent barrage of employment and inflation data, a few speakers may call on the Fed to increase the pace of tapering and move up the timeline for interest rate increases.
In this article: SPX
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Consumer Sentiment At 10-Year Lows Spurs Stocks Higher
Monday, November 15, 2021 7:20 AM EDT
Stocks rallied on Friday despite little news and light volume. Given the recent spate of weak volume, it doesn’t take much to move markets.
In this article: IBM, SPY, TYX, SPX
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