Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 8
We are big fans of Sunday crossword puzzles, which tend to be bigger and more challenging than the weekday format. Adding to their allure, most Sunday puzzles have a clever theme, typically three or...
Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are rightfully scared that tariffs announced on Liberation Day will be crippling to the economy and harm...
It wasn’t that long ago that used car prices were soaring as the production of new cars was crimped due to Covid-related supply line shortages. Since then, used car prices have stabilized as the...
Planning for retirement is about more than just saving—it’s about ensuring a steady income stream that lasts throughout your retirement years. Without a well-structured plan, you could risk outliving...
Despite what some may think, the impact of the new 25% auto tariffs will not necessarily benefit all US auto companies to the detriment of their foreign counterparts. For example, as we share below...
The Atlanta Fed’s GDPNow economic forecasting tool predicts an imminent recession, which is fueling investor angst. However, the New York and St. Louis Feds’ Nowcast economic forecasts predict...
The graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University of Michigan (UM) consumer inflation expectation index to around 5% have preceded inflation declines. As he...
The Magnificent Seven and many other large-cap growth stocks were among the winners in 2024. However, in 2025, investors are shunning the largest market cap growth and highest-beta stocks and moving...
Within the headline retail sales figure is a lesser-followed data point called the retail sales control group. Following the trend of both figures is important because although the headline figure...
There is tremendous value in the world of crypto! Given some of our recent opinions (linked below), you probably did not expect to hear those words from us. Digital tokenization of assets, made...