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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.

Extreme volatility in a highly leveraged financial system inevitably results in liquidity issues. Hence, recent instability is generating mounting signals that liquidity is becoming scarce. This is...
The Dollar and Inflation: Don’t Believe the Hype
By Michael Lebowitz - Apr 14, 2025
Recently, we have seen claims that the “collapsing” dollar will cause inflation. While a weaker dollar can create inflation, many factors impact prices. Accordingly, we have two issues with such dire...
For investors looking to reduce tax liability while keeping their portfolios optimized for growth, a tax-loss harvesting strategy can be a valuable tool. By strategically selling underperforming...
Deuteronomy 11:26 – “Behold, I set before you this day a blessing and a curse.” This biblical passage has been used countless times to describe the global economic structure in place since 1944. As...
S&P 500: The Pause Heard Around the World  
By Michael Lebowitz - Apr 11, 2025
US stocks ended Thursday's session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for all countries except...
While stagflation fears grip the market and make headlines, the bond market appears more concerned about ‘stag' than ‘flation.' Stagflation describes sluggish economic activity or a recession coupled...
Heading into April 2nd, investors were under the impression that Trump’s goal was to set tariff rates that allow for fair trade with other nations. Trade impediments like tariffs, taxes, VATs,...
We are big fans of Sunday crossword puzzles, which tend to be bigger and more challenging than the weekday format. Adding to their allure, most Sunday puzzles have a clever theme, typically three or...
Liberation Day: A Bullish Scenario
By Michael Lebowitz - Apr 01, 2025
Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are rightfully scared that tariffs announced on Liberation Day will be crippling to the economy and harm...
Are Used Car Prices Set to Soar Again?
By Michael Lebowitz - Mar 31, 2025
It wasn’t that long ago that used car prices were soaring as the production of new cars was crimped due to Covid-related supply line shortages. Since then, used car prices have stabilized as the...