Michael Lebowitz | TalkMarkets | Page 6

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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The Trolley Car Problem - The Fed’s Predicament
Wednesday, July 6, 2022 7:14 AM EDT
An unstoppable trolley car is barreling down the track. As the switchman, you stand at the junction where the track branches into two and you must choose which path the trolley will follow. Unfortunately, people are tied to both tracks...
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Don’t Fight The Fed
Wednesday, June 29, 2022 12:01 PM EDT
Don’t fight the Fed and short stocks when the Fed is providing liquidity. Equally important and pertinent to today, don’t fight the Fed by aggressively buying stocks when the Fed is pulling liquidity from markets.
In this article: SPX
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Are Financial And Market Instability The Last Hopes For Stocks
Wednesday, June 15, 2022 12:45 PM EDT
The Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment.
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The Consumer Is Getting Squeezed
Wednesday, June 8, 2022 7:43 AM EDT
Consumers are being squeezed by negative real wage growth and inflation at 40-year highs. As a result, consumer sentiment is declining, and personal consumption habits are changing as people struggle to help make ends meet.
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Bear Stearns: A Lesson In Bear Market Bounces
Wednesday, June 1, 2022 5:55 AM EDT
On Sunday, March 16, 2008, Bear Stearns was bought by JPM, with support and financial guarantees from the Fed, for $2 a share.
In this article: JPM, SPX
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Clorox Stock- Anything But A Value Stock
Wednesday, May 18, 2022 5:43 AM EDT
CLX had a nice run during the height of the pandemic as bleach was in high demand. After a 60% surge, it gradually erased the gains and is back to similar levels as two years ago.
In this article: CLX Also: NVDA
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Liquidity And Volatility - Decoding Market Jargon
Wednesday, May 11, 2022 6:51 AM EDT
With volatility spiking and the Fed removing liquidity, we think it is an excellent time to discuss the two terms and their dependency on each other.
In this article: SPX, VIX
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Japanese Inflation - Liquidity Crisis In The Making Part II
Wednesday, May 4, 2022 6:02 AM EDT
While many central bankers are anxiously waging war against inflation, the Japanese are egging it on. Over the last few weeks, the BOJ has offered to buy as many 10-year notes at 0.25% as the market will offer them. 
In this article: FXY, UUP
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Liquidity Crisis In The Making- Japan’s Role In Financial Stability Part I
Wednesday, April 27, 2022 7:37 AM EDT
The excessive liquidity spewed by the BOJ grossly distorted asset and interest rate markets in Japan and provided liquidity to the world.
In this article: IEF
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Inflation And The Fed. A New Dance Partner To Contend With
Wednesday, April 13, 2022 6:15 AM EDT
The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years.
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Gold Or Rubles? A Pickle Worth Exploring
Wednesday, April 6, 2022 6:42 AM EDT
The seizing of Russian foreign reserves and eliminating access to SWIFT is leading Russia and other countries to reassess the role of dollars in global trade. Today, there are likely quite a few central bankers asking - Dollars, Gold, or Rubles?
In this article: GLD, UUP, FXC, BITCOMP
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Fed Liquidity Drain Is Coming
Wednesday, March 30, 2022 6:16 AM EDT
Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond investors, the Fed hints at draining liquidity via balance sheet reduction, i.e., Quantitative Tightening.
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March Madness Predictions And Investing: Process Matters
Wednesday, March 23, 2022 5:54 AM EDT
Investors are in the middle of a brief diversion from the Russian invasion and market volatility. Starting last Thursday, March 17th, investors’ debates turned from stocks, oil prices, bond yields, and gold to March Madness predictions.
In this article: BNO, QQQ, DIA, GLD, OIL, SLV, UCO, UGA, UNG, USO, SPX
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High Gas Prices And Recessions
Wednesday, March 9, 2022 4:29 AM EDT
While higher gas prices may be welcome news to the oil industry, the rest of us should be concerned as it is a glaring recession warning. Over the last 40 years, higher gas prices have been linked to economic stagnation and recession.
In this article: BNO, OIL, UCO, UGA, UNG, USO
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Bear Market Strategies – Are You Ready?
Wednesday, March 2, 2022 3:55 PM EDT
Fiscal spending is normalizing quickly, and the Fed is warning investors they are ready to remove stimulus. Such a reversal means the odds of a bear market increase. As such, it’s time to start thinking about bear market strategies.
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Bond Bull Market Coming? Take The Road Less Traveled
Thursday, February 24, 2022 5:12 AM EDT
There are always opportunities in markets. Sometimes they are obvious and well followed by the public. Other times they lurk in underfollowed markets. 
In this article: IEF
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