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Michael Lebowitz

  • Analysis & Opinion

Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & opinion.

Sometimes, a narrative dominates the financial/social media and promotes a mania among investors. Today, the Magnificent Seven is a great example. Seven stocks, including Apple (NASDAQ:AAPL),...
We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s. If you have read the first three parts of...
Part One of this series led with a graph implying that we are embarking on an inflation rollercoaster for the next ten years, similar to the experience of 1965 to 1982. Parts One and Two explained the...
Part One of this series highlights how the government’s fixation with full employment and the Fed’s belief in the faulty Phillips Curve model from 1965 to 1982 fueled multiple bouts of inflation. We...
Appreciating Apollo’s graph below, comparing recent inflation to multiple bouts of inflation of the late 1960s, 70s, and early 80s is of utmost importance for investors. Sustained levels of high...
Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly, they have become more frequent and potent...
As we welcome in 2024, one of the most critical questions facing investors is which stocks and sectors will beat the market. Can the Magnificent 7 retain its crown? Or will some subset of the 493...
As investors cheer on the Magnificent 7, some football fans are forging new allegiances in hopes of rooting for the coming Super Bowl champion. The task isn’t easy. Recent favorites like the Bills and...
The average 2024 Wall Street S&P 500 forecast is for a gain of 6.50% next year. In the past, a 6.50% expectation, while slightly lower than historical averages, was a no-brainer when choosing between...
After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking rates, inflation has declined meaningfully but remains...