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Michael Lebowitz
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Michael Lebowitz's Opinion & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & opinion.
A complete archive of Michael Lebowitz's articles, including current analysis & opinion.
When you’ve worked hard to build wealth, protecting it becomes just as important as growing it. However, even high net worth individuals (HNWIs) often fall into avoidable traps, especially when...
Labor Market Shows Signs of Softening as Claims Continue to Rise
By Michael Lebowitz - Jun 13, 2025
Initial and continuing jobless claims are as close to a real-time proxy on employment as we have. Thus, while they do not hold the same importance to the markets as the monthly BLS data, they are...
The May CPI report released yesterday was considered the first inflation gauge to show how tariffs are impacting prices. We would like to see a few more months of inflation reports before claiming...
By falling significantly short of its intended savings goals, the DOGE program underscores the substantial challenges that hinder efforts to reduce federal spending and cut the deficit. Furthermore,...
Numerous bond narratives are driving long-term bond yields higher. “Crippling deficits” and a tariff-induced inflation sit at the top the list. We have repeatedly poked holes in these narratives....
For many Americans, accumulating $2 million in retirement savings is a significant milestone. However, the longevity of these savings can vary greatly depending on the state in which you choose to...
The Deficit Crisis Is Really a Recession Problem
By Michael Lebowitz - Jun 06, 2025
The graph below provides a clearer understanding of the US fiscal deficit. First, focus on the red line below, graphing the ratio of federal debt to GDP. Note that it is at the same level today as it...
Digital Money was the title of TBAC’s April 30, 2025, presentation to the U.S. Treasury Department, and an important topic worth discussing. TBAC, short for the Treasury Borrowing Advisory Committee,...
The Bond Market ‘Paradigm Shift’: Why Yield Control Is Far From Over
By Michael Lebowitz - Jun 02, 2025
Some bearish bond investors in Japan and the US appear to believe that a paradigm shift is underway in the sovereign bond markets. To wit, consider the following statement from Jim Bianco on...
As retirement approaches—or begins—investors often find themselves at a crossroads: How can you preserve the wealth you’ve accumulated while still ensuring it continues to grow? Striking the right...