Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment - Page 9
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...
In hindsight, markets are easy to assess, yet extremely challenging to forecast. For example, as we will show, it’s undeniable that value, particularly large-cap value stocks, have been in vogue...
Many believe Winston Churchill coined the phrase: “Never let a good crisis go to waste.” Others think it was President Obama’s Chief of Staff, Rahm Emanual, who said, “You never want to let a...