Michael Lebowitz | TalkMarkets | Page 2

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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17 to 32 of 441 Posts
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The Fed Pauses: What Comes Next?
Wednesday, December 6, 2023 4:29 AM EDT
After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking rates, inflation has declined meaningfully but remains moderately above the Fed’s 2% target.
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Context And Facts Expose Bearish Bond Narratives
Wednesday, November 29, 2023 4:58 AM EDT
Make no mistake, large fiscal deficits and accompanying Treasury debt issuance are a problem. However, the downgrade is directly attributable to the level of interest rates.
In this article: QQQ, DIA, SPX
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Context And Facts Expose Bearish Bond Narratives
Wednesday, November 29, 2023 4:57 AM EDT
“For me context is the key, from that comes the understanding of everything.” - Abstract Artist Kenneth Noland. That holds true for us as well! Proper context is required to appreciate better if market narratives accurately describe the truth.
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Employment Is Sending Signals: Recession Or Normalization?
Wednesday, November 15, 2023 5:50 AM EDT
The labor market is undoubtedly deteriorating and sending signals that have been historically valuable warnings that a recession is coming.
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2020 Vs. 2023: Are Economists Making The Same Mistake?
Wednesday, November 8, 2023 4:53 AM EDT
Despite their spurious track record, scores of economists exude confidence in their forecasts for a sustained rate of higher-than-average inflation and a soft economic landing.
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Why Target Date Funds Fail Investors: A $3 Trillion Delusion
Wednesday, November 1, 2023 4:24 PM EDT
Managing target date funds requires zero investment expertise, yet mutual fund and ETF managers rake in hundreds of millions of dollars a year in management fees.
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Real Rates Drive Stock Prices
Wednesday, October 25, 2023 11:47 AM EDT
The temporary disconnect between real rates and equity valuations will eventually correct. The question is how.
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Bond Market Noise Hides Tremendous Opportunity
Wednesday, October 18, 2023 6:22 AM EDT
Treasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plethora of influences can explain deviations between yields and inflation.
In this article: TLT, SPTL
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Janet Yellen Suggests Much Lower For Much Longer
Wednesday, October 11, 2023 5:53 AM EDT
Part of Janet Yellen’s job is to exude confidence to its investors. In this case, it means telling the public that the current jump in interest expenses will not last.
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From LTCM To 1966; The Perils Of Rising Interest Rates
Wednesday, October 4, 2023 8:27 AM EDT
Summarizing two interest rate-related crises, Long Term Capital Management and the lesser-known Financial Crisis of 1966.
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A Crisis Is Coming: Who Is Swimming Naked?
Wednesday, September 27, 2023 3:16 PM EDT
The Fed, as they have so predictably done in the past, may be able to drop rates back to zero and reintroduce QE quickly enough to fend off bankruptcies.
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Is This Time Different - Unpacking Bond Yields
Wednesday, September 20, 2023 7:14 PM EDT
Currently, yields imply almost 2.50% more growth than its average forecast for the last 20 years.
In this article: TIP
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The Lag Effect Unveiled
Wednesday, September 13, 2023 6:15 AM EDT
Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers.
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Risk-Free Government Debt - Fact Or Fiction
Friday, September 8, 2023 7:55 PM EDT
Most investors believe that U.S. government debt is risk-free. Why shouldn’t they, every economic and financial textbook, media outlet, and bond guru say so?
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Inflation And Deficits And QT, Oh My - Part II
Wednesday, August 30, 2023 7:25 AM EDT
We do not see inflation, deficits, or QT as a cause of concern for longer-term bond bulls. 
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Bond Traders And Their Bearish Stories - Part I
Wednesday, August 23, 2023 6:00 AM EDT
Despite the highest yields in 15 years, some bearish bond traders think they can go much higher. In their minds, China, and Japan, burgeoning fiscal deficits, inflation, and QT, present tailwinds for much higher yields.
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17 to 32 of 441 Posts
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