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Michael Lebowitz

720 Global
  • Analysis & Comment

Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 3

Jerome Powell has made it clear that tariffs could induce higher inflation. Accordingly, the Fed has resisted cutting interest rates. Despite his concerns, fears of tariff-based inflation, as judged...
Could Lower Rates be the Cure for Higher Prices?
By Michael Lebowitz - Jul 09, 2025
The Fed is resisting interest rate cuts to help soften inflation to its 2% target. Supporting their policy is the belief that high interest rates lead to lower inflation. Most investors assume that...
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel (NASDAQ:INTC) stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has risen by...
Part 1 of this article (Fueling AI Data Centers: Behind The Meter Solutions) explained how data centers are leveraging the abundance and relative affordability of natural gas to fuel Behind the...
Is a 'Shadow' Fed Chair a Good Idea?
By Michael Lebowitz - Jun 30, 2025
Donald Trump’s frustration with Chairman Powell increases by the day. Consequently, per The Wall Street Journal, expectations are that Trump will announce Powell’s successor sooner than typical....
How to Align Your Financial Plan with Your Life Goals
By Michael Lebowitz - Jun 29, 2025
For high-net-worth individuals, wealth is more than a measure of financial success; it’s a means to achieve personal fulfillment, support cherished causes, and leave a lasting legacy. Traditional...
Yesterday’s Commentary noted that the US dollar is very oversold and likely due for a reversal. To wit: The dollar is deeply deviated from its longer-term mean, oversold on multiple levels, and has...
Fueling AI Data Centers: Behind the Meter Solutions
By Michael Lebowitz - Jun 25, 2025
“AI is big business” is a gross understatement. The IEA estimates that “the market capitalization of AI-related firms in the S&P 500 has grown by around USD 12 trillion since 2022.” For...
Why Strait of Hormuz Closure Hurts Iran Too
By Michael Lebowitz - Jun 24, 2025
Closing the Strait of Hormuz would have severe implications for global trade, most importantly oil. As the graphic below, courtesy of the EIA, shows, about 14 million barrels of oil and condensate...
Behind the Meter Solutions: The Gas Powering AI
By Michael Lebowitz - Jun 23, 2025
As the building of AI and cloud data centers expands rapidly, the demand for energy to power these data centers grows. The problem, however, is that the existing power grid can’t keep up with the...