Michael Lebowitz

In the The Fed’s Predicament, we laid out how the Fed may likely choose to fight inflation at the expense of triggering a recession. “Jerome Powell can tackle inflation but risk a...

The bull market surge in 2020 and 2021, followed by the bear market swoon, are great reminders that liquidity and valuations are critical to managing wealth effectively. Unfortunately, most investors...

Having discussed the Federal Reserve’s trolley car problem in Part One, it’s time to cross the travel abroad to see how similar issues are playing out in Japan and Europe.Japan’s...

The Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment. These objectives are intended to dictate monetary policy and the Fed’s...

If we could only impart one bit of wisdom to our readers about today’s market it is “don’t fight the Fed.“ Unbeknownst to many investors, the saying, don’t fight the Fed, is a two-way street. It is...

The Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment. These objectives are intended to dictate monetary policy and the Fed’s...

The Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment. These objectives are intended to dictate monetary policy and the Fed’s...

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...

On Sunday, Mar. 16, 2008, Bear Stearns was bought by JPMorgan Chase & Co (NYSE:JPM), with support and financial guarantees from the Fed, for $2 a share. It was quite the fall from $170 a year...

“…the macro environment has deteriorated further and faster than we anticipated when we issued our quarterly guidance last month.” -Snap CEO Evan Spiegel First-quarter 2022 GDP...