Michael Lebowitz | TalkMarkets | Page 3

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: 3259

Articles

Latest Posts
33 to 48 of 440 Posts
<<< 1 2 3 4 5 ... 28 >>>
Stimulus And Consumption Are Fueling Economic Resilience
Sunday, August 13, 2023 8:19 PM EDT
The fumes of pandemic stimulus and related personal consumption continue to keep the economy running strong despite the increasing headwind of high-interest rates.
Read
The Government Can’t Afford Higher For Longer, Much Longer
Wednesday, July 26, 2023 7:12 AM EDT
The Fed has little choice because the government can’t afford the Fed’s higher for a longer stance for much longer.
Read
Our Elevator Pitch For Bonds
Wednesday, July 19, 2023 8:10 AM EDT
Our view of the attractiveness of bonds can be honed into an elevator pitch. It essentially boils down to a straightforward question – Is this time different?
Read
The End Of An Era For Stocks, Warns The Fed
Wednesday, July 12, 2023 8:05 AM EDT
Examining a few large well-known companies to see how lower interest and tax rates benefited their bottom lines.
In this article: CLX, MCD, PEP
Read
Fed Funds Futures Are Unreliable - Expect The Unexpected Again
Wednesday, July 5, 2023 6:00 AM EDT
History has proven the Fed Funds forecasts of professional traders and the leading experts at the Fed are most often faulty. Expect the unexpected.
Read
Treasury Yield Curves – Is This Inversion Different?
Wednesday, June 28, 2023 7:37 AM EDT
Treasury yield curves are proven predictors of recessions. All six of the last recessions were preceded by an inverted Treasury yield curve.
In this article: IEF
Read
Relative Rotation – Unlocking The Hidden Potential
Saturday, June 10, 2023 4:14 AM EDT
Relative stock, sector, and factor rotation can be meaningful sources of returns. It allows an investor to run with the bulls and protect from the bears more efficiently.
In this article: MGK, SPY, VYM, SPX
Read
CBDC - Navigating Pros And Cons To Ease Apprehensions
Friday, June 2, 2023 7:11 PM EDT
With technology comes fear. The traceability and expanded government powers that accompany CBDC are alarming.
Read
Headwinds To Lower Bond Yields
Wednesday, May 17, 2023 6:00 AM EDT
Long-term Treasury bonds are an excellent investment at current yield levels. However, timing the purchase of bonds will prove difficult as numerous headwinds may temporarily impede their path lower in yield.
In this article: IEF
Read
Risk And Return Imaging
Wednesday, May 10, 2023 8:40 AM EDT
Visualizing risk and return profiles in different market environments and monetary policy stances.
In this article: SPX
Read
Bank Stocks: Do The Rewards Warrant The Risk?
Wednesday, May 3, 2023 5:45 AM EDT
Investing is always a risk-reward proposition. Almost any risk is worth taking but only at the right price. 
In this article: FRCB, SBNY
Read
Four Reasons The Dollar Is Here To Stay- Part II
Thursday, April 20, 2023 10:10 AM EDT
The four reasons, the rule of law, liquid financial markets, and economic and military might, all but guarantee the death of the dollar will not occur anytime soon. 
In this article: FXE, FXB, FXY, UUP
Read
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
33 to 48 of 440 Posts
<<< 1 2 3 4 5 ... 28 >>>