Founding Partner - 720 Global and Partner at Real Investment Advice
Contributor's Links: 720 Global

As a strategic investment consultant, 720 Global focuses on enabling our clients, professional investment managers, to raise their quality of service and increase profitability. Our services provide you with expertise in capital markets, macroeconomic research and analysis, asset allocation, ... more

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Deficits Do Matter
The Fed has increased the Fed Funds rate by 125 basis points or 1.25% since 2015, which had little effect on bonds until recently. Of late, yields on longer-maturity bonds have begun to rise, contributing to anxiety in the equity markets.
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Strategies For Tomorrow
Most investors, knowingly or not, rely on long-only, passive strategies. They may shift holdings between stocks, bonds, and cash at various intervals, but generally, their portfolio returns mimic those of well-known stock and bond indices.
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Will The "Real" Real GDP Please Stand Up?
Last month the savings rate in the United States registered one of the lowest levels ever recorded in the past 70 years.
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Peak Hubris
The current message from Wall Street analysts, media gurus and most investors is that stock prices will undoubtedly go up for the foreseeable future.
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The Next Maestro
The modern day printing of digital dollars from thin air, literally from nothing, brings to mind a Latin phrase “ex nihilo, nihil fit” which means out of nothing, nothing comes.
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A Market Valuation That Defies Comparison
While the economy cycles from recession to growth and back, the long-term economic growth trend, or secular GDP, has trended lower for the better part of the last 30 years.
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Michael Lebowitz
RT NuitSeraCalme: "The HUI-to-gold ratio is down to 0.133. Now, that's lower than it was at the 20-year bear market bottom in 2000. It was…
Michael Lebowitz
RT PatrickW: Average *hourly* earnings rising more than average *weekly* earnings means workers are getting fewer hours. This conflicts wi…
Michael Lebowitz
RT hussmanjp: Support adults with autism and we’ll match your gift to $50,000. Please RT - Thank you!! more
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Work Experience

Founding Partner
720 Global
2015 - Present (3 years 2 months)

A strategic investment consultant, serving professional investment managers. Our services provide expertise in capital markets, macroeconomic research and analysis, asset allocation, valuation and risk management.

Principal
Innovation Angel Card
2014 - Present (4 years 2 months)

Merging credit card financing and medical innovation. "Doing well while doing good"

Managing Director and Founder
Absolute Invesment Management
January 2009 - March 2014 (5 years 3 months)

Absolute Invesment Management is an investment advisor focused on a better approach to money management for individuals. We believe in strategies that encompass a wide range of asset classes and are based on macro/global views.

Education

Miami University
BS
1986 / 1990
Finance

Publications