Michael Lebowitz's Comment & Analysis
A complete archive of Michael Lebowitz's articles, including current analysis & comment.
Our recent article, Why Are Bond Yields Rising, explains that the recent 1% increase in yields, as shown below, is almost entirely due to negative sentiment. As we wrote, the bond market calls...
If you draw enough lines on a stock chart, one of them is bound to predict the future accurately! Given that technical analysis is perfect in hindsight and flawed in foresight, many investors mock it...
The question asked of us most often recently: “Why are bond yields rising?”
After verbally answering it plenty of times, it’s time to put our answer in writing for everyone to see. The answer will...
For $20,000, you can buy a global airline pass to see the world. Or, for the low price of free, you can take a quick trip with us worldwide. Unfortunately, our global trip is not as exciting as an...
The US Dollar Index is up over 6% this year, almost all attributable to a post-election surge. As many developed nations show stagnant economic growth or even contraction, the U.S. economy continues...
MicroStrategy (NASDAQ:MSTR) stock is soaring alongside Bitcoin. In the wake of extreme confidence, we fear many MicroStrategy investors fail to grasp the inherent risks with its unique convertible...
Turn on CNBC, and you will notice a bright green box permanently affixed to the bottom right corner with the ever-changing price of Bitcoin. Bitcoin is all the rage as market speculation across...
The two market-leading weight loss/obesity drugs (GLP-1), Zepabound (Eli Lilly (NYSE:LLY)) and Wegovy (Novo Nordisk (NYSE:NVO)), just completed a clinical side-by-side trial. After 72 weeks of...
Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the economy, the US dollar and oil prices are frequently well...
Based on early Black Friday sales estimates, sales were strong, but shoppers were much more inclined to take advantage of online sales than go to the malls and stores in person. Mastercard...