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Michael Lebowitz
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Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 19
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 19
Aftershock Life Post Silicon Valley Bank
By Michael Lebowitz - Mar 15, 2023
While headlines of bank failures and bailouts consume the media, few are contemplating the economic and financial aftershocks that will follow.Hockey great Wayne Gretzky famously commented, “I...
Fed Needs to Speak Loudly Because it Carries a Small Stick
By Michael Lebowitz - Mar 08, 2023
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If Jerome Powell cared for our advice, we would tell him to take the opposite...
Why a ‘No Landing’ Scenario Is Just a Pipe Dream for the U.S. Economy
By Michael Lebowitz - Mar 01, 2023
As if the 2020s haven’t been strange enough, the United States military recently shot down several UFOs. Equally bizarre as the possibility of aliens, some investment analysts are projecting an...
Gold Investors Are Betting on the Fed
By Michael Lebowitz - Feb 22, 2023
By owning gold, investors are not necessarily hedging against a government default but ironically betting the Fed will increasingly misuse monetary policy to help the government avoid defaulting. That...
U.S. Treasury Secretary Janet Yellen Should Focus on HOPE
By Michael Lebowitz - Feb 15, 2023
U.S. Treasury Secretary Janet Yellen recently stated:
“You don’t have a recession when you have the lowest unemployment rate in 53 years.”
Let’s HOPE she is correct.
As logical...
The Billion-Dollar Question: Soft Landing or Recession?
By Michael Lebowitz - Feb 08, 2023
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...
Options Market Suggests Turmoil May be Lurking Around the Corner
By Michael Lebowitz - Feb 01, 2023
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...
Here's Why Passive Value Investors Are Not Value Investors
By Michael Lebowitz - Jan 25, 2023
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...