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Michael Lebowitz

  • Analysis & Opinion

Michael Lebowitz's Opinion & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & opinion - Page 6

The stock market is betting on a Goldilocks scenario. Jerome Powell doesn’t foresee a recession, instead, he forecasts a soft landing. Apollo is bettering the soft landing scenario with an...
On October 12, 1987, a week before Black Monday, the Wall Street Journal warned of the potential for significant market turmoil. Per the article: The use of portfolio insurance “could snowball...
Investment management can be silly, just like the title of this article. When researching potential investments, we often must choose between math and facts versus irrational human behavior. For...
“When the supply and demand for bonds normalize, Treasury bond investors will likely realize that economics, inflation, and other factors warrant much lower yields.” The quote from Yields...
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 have...
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...
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 to have...
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...