Michael Lebowitz's Opinion & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & opinion - Page 4
The graph below, making the rounds on social media, serves as evidence from many market pundits that the significant outperformance of large-cap growth stocks versus small-cap value stocks is due for...
As we shared in a recent Daily Commentary about interest rates:
The current unemployment rate is 4%, and the core PCE inflation rate is 2.6%. In December 2019, the unemployment rate was 3.6%, and...
On December 5, 1996, Chairman of the Fed Alan Greenspan offered that stock prices may be too high, thus risking a correction that could result in an economic fallout. He wondered out loud if the...
As quoted below from an executive summary of a joint report by the Department of Treasury and the Office of Management and Budget (OMB), the current deficit policy is deemed unsustainable. However,...
Recently, a few media outlets have warned of the imminent demise of the petrodollar agreement, commonly called the petrodollar. With such narratives comes investor anxiety. Consider the following...
The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022. Despite the Fed’s “significant progress” in lowering inflation, most citizens are outraged and...
Let’s play a hole of golf to appreciate how two distinct aspects of golf provide valuable lessons for investors.
You tee off with a driver on a 450-yard par four hole. Your drive is perfect. Not only...
We continue with our discussion of investment ideas that could benefit from upgrading and expanding the power grid to accommodate surging demand from AI data centers and EVs.
This third and final...
This article follows part one, which discusses the massive investment dollars that will be spent expanding and modernizing the power grid to facilitate demand from AI data centers and EV users.With...
Some winners from the artificial intelligence (AI) and electric vehicles (EV) boom are easy to spot. For instance, shares of Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Tesla (NASDAQ:TSLA), and...