Michael Lebowitz | TalkMarkets | Page 1

Michael Lebowitz

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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Finding The Next Apple Using Buffett's Logic
Thursday, May 9, 2024 12:56 PM EDT
Berkshire had no position in Apple in 2015 and now holds over 5% of the company. Only Vanguard has a more significant position.
In this article: BRK-A, BRK-B, AAPL, EOG, TMUS
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The US Represents Over 25% Of The Global Economy
Wednesday, May 1, 2024 10:46 AM EDT
Taking a closer look at Trump’s potential role in setting monetary policy.
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Fed Policies Turn The Wealth Gap Into A Chasm
Wednesday, May 1, 2024 5:25 AM EDT
In an op-ed for the Washington Post on November 5, 2010, Ben Bernanke did a victory lap, praising the Fed’s efforts in stemming the financial crisis. In the article, he discusses how QE and other Fed policies eased financial conditions.
In this article: SPY Also: SPX
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Overconfidence In NFL Drafts: A Lesson For Investors
Wednesday, April 24, 2024 6:51 AM EDT
Like investors, NFL General Managers often think they are smarter than their competitors, aka the market. Yet, they frequently have similar mindsets and follow the same narratives that drive their competition.
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Are We On Japan's Path Of Stagnation?
Wednesday, April 17, 2024 5:45 AM EDT
Fiscal dominance, whereby the Federal Reserve must help the Treasury fund their debts at reasonable costs, is upon us.
In this article: FXY, UUP
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The Service Sector Weakens As Manufacturing Strengthens
Friday, April 5, 2024 8:44 AM EDT
This past week’s ISM service and manufacturing surveys continue to show divergence between the two major economic sectors.
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Is A Market Rotation At Hand
Thursday, April 4, 2024 8:52 AM EDT
Markets often experience periods, like today, where specific sectors or factors lead the market.
In this article: SPX
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Japans Lost Decades: Are We On The Same Path
Wednesday, April 3, 2024 6:00 AM EDT
Japan made critical mistakes in the 1970s, fostering one of the largest financial bubbles in history. It can also be criticized for its handling of the bubbles’ fallout.
In this article: EWJ
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Financial Conditions Butt Heads With Borrowing Conditions
Wednesday, March 27, 2024 9:25 AM EDT
The Goldilocks economy, coupled with the end of the rate hiking cycle, has investors giddy, which eases financial conditions.
In this article: SPX
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QE By A Different Name Is Still QE
Wednesday, March 20, 2024 7:45 AM EDT
The Fed added Quantitative Easing to its monetary policy toolbox in 2008. The federal government’s escalating debt and interest expenses underscore the challenges posed by prolonged deficit spending.
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Liquidity Problems Are Closer Than You Think
Wednesday, March 6, 2024 10:10 AM EDT
Excessive amounts of debt support our economy and asset valuations. Therefore, the Fed has no choice but to keep the liquidity pumps flowing to support the leverage.
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Apple's Magic - Are Buybacks Worth Paying Up For?
Wednesday, February 28, 2024 4:45 AM EDT
Apple’s valuations are near their most expensive levels of the last ten years.
In this article: AAPL
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Are The Magnificent Seven In A Bubble? Ask The Nifty Fifty
Wednesday, February 21, 2024 6:45 AM EDT
Fifty-plus years ago, the Nifty Fifty were the stocks to own. They held a similar place as the Magnificent Seven in investors’ minds.
In this article: AAPL, AMZN, GOOG, MSFT, NVDA, TSLA, META
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Is Toyota The Next Tesla?
Wednesday, February 14, 2024 7:00 AM EDT
Over the last four quarters, Tesla generated total revenue and earnings of $96 billion and $15 billion, respectively. Toyota’s revenue and earnings are roughly three times larger at $299 billion and $44 billion.
In this article: TM, TSLA
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The 1970s Inflation Rollercoaster – Part Two
Wednesday, January 24, 2024 4:50 AM EDT
We start Part Two with more on the Fed and the nation’s money supply in that era. While the Fed and government played a significant role in generating inflation fifty years ago, there were other factors.
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Will Inflation Repeat The 1970s Rollercoaster?
Wednesday, January 17, 2024 4:57 AM EDT
A look at some of the causes of the inflation that ravaged America from the late 1960s to the early 1980s.
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1 to 16 of 445 Posts
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