Michael Lebowitz

The following outlook provides our investment thoughts for the coming year. We did not include specific recommended asset allocation weightings … Read more

The Federal Reserve raised the Federal Funds rate on December 13, 2017, marking the fifth increase over the last two … Read more

Recently we received the following question from a subscriber: “If a correction in the stock or bond markets comes, the … Read more

The term “priced in” is a phrase used frequently by Wall Street and the financial media. This expression is used … Read more

Since Donald Trump was elected President, the S&P 500 has rallied over 21% or nearly 500 points. In our opinion, … Read more

If someone told you that the President of the United States in 2028 would be a Democrat and a woman … Read more

In Something Wicked This Way Comes, we provided an in-depth look at how stock repurchases are distorting McDonald’s (MCD) earnings … Read more

As Halloween nears, kids are choosing costumes to transform themselves into witches, baseball players and anything else they can imagine. … Read more

The most fundamental basis for economics is human decision-making. Satisfying needs and wants creates demand. Engaging in a vocation to … Read more

For the last 50 years, the consumer, that means you and me, have been the most powerful force driving the … Read more

“There is no other agency of government which can overrule actions that we take.” – Alan Greenspan Also read: Q2/H1 … Read more

Recently on our Twitter feed, @michaellebowitz, we introduced the hashtag #fedgibberish. The purpose was to tag Federal Reserve members’ comments … Read more