Michael Lebowitz | TalkMarkets | Page 28

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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Part Deux - Shorting The Federal Reserve
Monday, October 5, 2015 2:02 PM EDT
After numerous financial crises caused by the debasement of currencies have modern day economists and central bankers finally figured out how to print money with no consequences?
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Shorting The Federal Reserve
Friday, September 25, 2015 10:30 AM EDT
Owning gold is in effect not only a short on the dollar and on the credibility of the Federal Reserve, but most importantly a one of a kind asset that protects wealth.
In this article: GLD, UUP Also: FXE
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The Echoing Conundrum
Tuesday, September 15, 2015 11:00 AM EDT
While current Fed monetary policy is clearly unsustainable, the Fed runs the risk of severely damaging asset markets with any deviations from such policy.
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A Different Perspective On Market Valuations
Thursday, August 20, 2015 4:11 PM EDT
The CAPE 10 ratio and many other valuation techniques are at extreme levels rarely seen in history. The combination of a normalizing CAPE 10 and a concurrent decrease in earnings would be problematic for share prices.
In this article: SPX
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1997 Asian Currency Crisis Redux Second Verse, Same As The First, A Little Bit Louder And A Little Bit Worse
Tuesday, August 11, 2015 4:38 PM EDT
China surprised the financial markets with it largest daily currency depreciation in over 20 years. This action may mark the beginning of a new trend. Investors need to understand the vast ramifications of their actions on asset classes world wide.
In this article: CNY Also: UUP
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Shorting The Buyback Contradiction
Thursday, July 30, 2015 12:40 PM EDT
Revisiting stock buybacks: This time we take an analytical angle to show the how distortions caused by buybacks are creating a significant opportunity for those willing to embrace the “realm of reality”.
In this article: CVS, HD, LOW, PFE, TWX, CSCO
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Muni Closed End Funds - Finding Value In The Ninth Inning Of The Great Bond Rally
Monday, July 20, 2015 6:52 PM EDT
With stock valuations at or near records and bond yields near historical lows, value is hard to come by. Here's the case for municipal-backed closed-end bond funds - eight in particular.
In this article: DSM, EIM, LEO, MUI, NEA, NQS, NQU, VKQ
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The Simple Math Behind Greece’s Complicated Situation
Tuesday, July 14, 2015 1:37 PM EDT
To best understand the uphill battle Greece and the ECB have, one must understand the interaction of debt and GDP. We examine the math behind Greece’s debt and the near impossibility of emerging from the debt without a default of some sort.
In this article: GREK
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Innovation - Too Much, Or Too Little Of A Good Thing?
Tuesday, July 7, 2015 11:57 AM EDT
Innovations do little to generate sustainable economic growth. Sustainable economic growth is dependent upon productivity.
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Corporate Buybacks; Connecting Dots To The F-Word
Wednesday, June 10, 2015 8:23 PM EDT
A different take on stock buybacks that will make you re-think the bullish case being made by the media.
In this article: SPX
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433 to 442 of 442 Posts
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