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

ALL CONTRIBUTIONS

Learning From The 1980’s
Beginning in late 1979, the Fed built its policy approach around the aggregates—primarily M1 but occasionally M2, and policymakers also monitored M3 while experimenting with M1B and, later, MZM.
Read
Keep Calm And Carry On
Timing markets is a fool’s errand. Technical and fundamental analysis allows for an assessment of the asymmetry of risks and potential rewards, but the degree of central bank interventionism is not quantifiable.
Read
Three Easy Pieces
Unless one has a very optimistic view on earnings growth and expects valuations to remain elevated beyond what historical precedent argues is reasonable, the upside is limited, and the downside is troubling.
Read
The Roach Motel – Something Wicked
There are good companies with bad stocks and bad stocks of good companies. Valuations will reach a tipping point and the masking of fundamental weakness will be exposed.
Read
EC Something Wicked This Way Comes: McDonald's – A Bear In A Bull Costume
Buybacks may boost the stock price in the short run but in the majority of cases they harm shareholder value in the long run. Data on MCD provides support for our conclusion.
Read
The Illusion Of Prosperity
The financial crisis in 2008 fractured the economy in ways that are clearly evident today. Addressing the troubling debt burden has been postponed through extraordinary stimulus, but the problem has only grown in size.
Read

STOCKS I FOLLOW

TWEETS

LATEST ACTIVITY

Michael Lebowitz
DiMartinoBooth PowerLunch To you and your family as well.
Michael Lebowitz
DiMartinoBooth PowerLunch The "mystery"????? . Maybe she should consider the eff...

more
Michael Lebowitz
RT LanceRoberts: #DanNevins digs into Milton, Friedman and the "Fed's" erro...

more
All Posts

PERSONAL BLOG

Latest Posts

Work Experience

Founding Partner
720 Global
2015 - Present (2 years 11 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 (3 years 11 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