Michael Lebowitz | TalkMarkets | Page 1

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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Are We On Japan's Path Of Stagnation?
Wednesday, April 17, 2024 5:45 AM EDT
Fiscal dominance, whereby the Federal Reserve must help the Treasury fund their debts at reasonable costs, is upon us.
In this article: FXY, UUP
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The Service Sector Weakens As Manufacturing Strengthens
Friday, April 5, 2024 8:44 AM EDT
This past week’s ISM service and manufacturing surveys continue to show divergence between the two major economic sectors.
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Is A Market Rotation At Hand
Thursday, April 4, 2024 8:52 AM EDT
Markets often experience periods, like today, where specific sectors or factors lead the market.
In this article: SPX
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Japans Lost Decades: Are We On The Same Path
Wednesday, April 3, 2024 6:00 AM EDT
Japan made critical mistakes in the 1970s, fostering one of the largest financial bubbles in history. It can also be criticized for its handling of the bubbles’ fallout.
In this article: EWJ
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Financial Conditions Butt Heads With Borrowing Conditions
Wednesday, March 27, 2024 9:25 AM EDT
The Goldilocks economy, coupled with the end of the rate hiking cycle, has investors giddy, which eases financial conditions.
In this article: SPX
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QE By A Different Name Is Still QE
Wednesday, March 20, 2024 7:45 AM EDT
The Fed added Quantitative Easing to its monetary policy toolbox in 2008. The federal government’s escalating debt and interest expenses underscore the challenges posed by prolonged deficit spending.
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Liquidity Problems Are Closer Than You Think
Wednesday, March 6, 2024 10:10 AM EDT
Excessive amounts of debt support our economy and asset valuations. Therefore, the Fed has no choice but to keep the liquidity pumps flowing to support the leverage.
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Apple's Magic - Are Buybacks Worth Paying Up For?
Wednesday, February 28, 2024 4:45 AM EDT
Apple’s valuations are near their most expensive levels of the last ten years.
In this article: AAPL
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Are The Magnificent Seven In A Bubble? Ask The Nifty Fifty
Wednesday, February 21, 2024 6:45 AM EDT
Fifty-plus years ago, the Nifty Fifty were the stocks to own. They held a similar place as the Magnificent Seven in investors’ minds.
In this article: AAPL, AMZN, GOOG, MSFT, NVDA, TSLA, META
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Is Toyota The Next Tesla?
Wednesday, February 14, 2024 7:00 AM EDT
Over the last four quarters, Tesla generated total revenue and earnings of $96 billion and $15 billion, respectively. Toyota’s revenue and earnings are roughly three times larger at $299 billion and $44 billion.
In this article: TM, TSLA
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The 1970s Inflation Rollercoaster – Part Two
Wednesday, January 24, 2024 4:50 AM EDT
We start Part Two with more on the Fed and the nation’s money supply in that era. While the Fed and government played a significant role in generating inflation fifty years ago, there were other factors.
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Will Inflation Repeat The 1970s Rollercoaster?
Wednesday, January 17, 2024 4:57 AM EDT
A look at some of the causes of the inflation that ravaged America from the late 1960s to the early 1980s.
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The Goldilocks Narrative Reigns For Now
Wednesday, January 10, 2024 7:30 AM EDT
As the fiscal stimulus that drove above-average economic growth in the post-pandemic era exits the system and monetary policy remains very tight, economists and investors wonder what comes next.
In this article: SPY, TLT, XLK, XLY, XLE, XLU
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Will 2024 Be The Year Of The Other 493?
Wednesday, January 3, 2024 4:49 AM EDT
One of the most critical questions facing investors in 2024 is which stocks and sectors will beat the market. Can the Mega 7 retain its crown? Or will some subset of the 493 other S&P 500 stocks and their neglected sectors take the throne in 2024?
In this article: NVDA
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From Magnificent 7 To A New Team: Conquering Bandwagon Bias
Wednesday, December 20, 2023 6:45 AM EDT
As 2023 ends, professional and amateur investors start thinking about what stock or investment theme bandwagon to jump on for the coming year.
In this article: ALB, SPX, AAPL, AMZN, MSFT, NVDA, GOOG, TSLA, META
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KISS With Bonds
Wednesday, December 13, 2023 5:03 AM EDT
The average 2024 Wall Street SP500 forecast is for a gain of 6.50% next year.
In this article: AAPL, SPX
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