Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
🧩 Based on my current watchlist, how should I diversify my portfolio?
Ask WarrenAI
Michael Lebowitz
- Information
- Articles
- Analysis & Comment
Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 18
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 18
How Relative Rotation Strategy Can Boost Your Portfolio Returns
By Michael Lebowitz - Jun 07, 2023
The absolute performance of a pair of stocks, sectors, or factors can be deceiving.
The relative performance of the same two securities can vastly differ from their absolute performance.
We will use...
Central Bank Digital Currencies: Are They the Future of Money?
By Michael Lebowitz - May 31, 2023
Fractional Reserve banking allows for economic growth but does have its risks.
Heightened surveillance and traceability of CBDC are highly concerning.
But, CBDC gives the Fed even more power.
The...
Why Inflation Remains Sticky Despite a Historic Drop in Money Supply
By Michael Lebowitz - May 24, 2023
The Fed seriously erred in 2021, focusing too much on supply and not enough on demand.
The Fed can slow velocity but requires job losses and/or eroding consumer confidence.
Forecasting the money...
Time to Embrace Bond Yields and Reduce Equity Exposure?
By Michael Lebowitz - May 10, 2023
Today an investor can earn a 4%+ return with zero risk. For the last 15 years, such would be called a pipe dream. Today it’s reality. Consequently, investors face a risk-free rate not far...
Bank Stocks: Do the Rewards Warrant the Risk?
By Michael Lebowitz - May 03, 2023
Bank stocks have underperformed conservative sectors and the broader S&P 500.
Banks typically only have an approximate 10% equity cushion supporting their assets.
Such leverage creates bankruptcy...
The dollar will be extremely hard to replace for four reasons: The rule of law, liquid financial markets, and economic and military might.
60% of global currency reserves are in dollars, and about...
Is the U.S. Dollar Dead? Not So Fast
By Michael Lebowitz - Apr 12, 2023
Headlines like the ones below lead some to believe that the U.S. dollar’s death may be coming soon.China, Brazil Strike Deal to Ditch Dollar for Trade- Barron’s 3/2023
China Completes...
Bills, Notes or Bonds: Which Is the Safer Bet?
By Michael Lebowitz - Apr 05, 2023
Two hundred and sixty Fed meetings will occur between the issuing and maturing of a United States 30-Year Treasury bond. There will be 260 times when the Fed raises, lowers, or does nothing with Fed...
A Federal Reserve Pivot Is Not Necessarily Bullish
By Michael Lebowitz - Mar 29, 2023
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want to rethink their logic and review the charts.The second largest U.S....
Phase 2 of the Fed Follies Begins
By Michael Lebowitz - Mar 22, 2023
With Silicon Valley Bank and Credit Suisse (SIX:CSGN) defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has been lower interest rates...