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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 - Page 11
A complete archive of Michael Lebowitz's articles, including current analysis & opinion - Page 11
It’s Russia’s fault, says the media. Others put the blame for recent stock declines at the feet of the Federal Reserve. Some fault Biden, the dollar, and OPEC. The financial media likes to...
As we anticipate what 2023 might have in store for investors, we must first consider what the Fed may or may not do. We think there are three potential paths the Fed might follow in 2023. The three...
Double Dog Dares and Equity Risk Premiums
By Michael Lebowitz - Dec 07, 2022
Back in the day, a double dog dare was often a kid’s first introduction to evaluating risk and reward. The rarely presented double dog dare happens when one kid dares another to do something...
The Bank of England is bailing out U.K. pension funds. The Bank of Japan uses excessive monetary policy to protect its currency and cap interest rates. China encourages its banks to buy stocks. The...
It’s Russia’s fault, cries the media. Others put the blame for recent stock declines at the feet of the Federal Reserve. Some fault Biden, the dollar, and OPEC. The financial media likes...
Picking Stocks In A Bond-Friendly Environment
By Michael Lebowitz - Oct 19, 2022
In Goodbye TINA, Hello BAAA, we make a case that investors should expect better total returns from bonds versus stocks over the next ten years. To be clear, we do not think investors should ditch...
Sheep are timid, nervous, and easily frightened animals. For similar reasons, some fixed-income investors are often described as sheepish. Investing sheep get anxious about stock market volatility and...
Investors watch CNBC and CNBC’s competitors for guidance on where the markets are going. CNBC may provide insightful commentary from very qualified investors. Still, if one is watching CNBC to...
Michael Smolyansky, a senior Fed economist, claims corporate profit growth will slow appreciably. His case rests on corporate tax rates and interest rates. Access to his white paper, The coming...
Tail risk is the danger that asset prices move significantly more than what is considered normal. Given the lasting financial toll often caused by severe and unexpected adverse price movements,...