The Fed’s Body Count

Written by Michael Lebowitz | Apr, 10, 2019

“The problem with the war (Vietnam), as it often is, are the metrics. It is a situation where if you can’t count what’s important, you make what you can count…

>> Read More

The Road To ETFs

Written by Jamie Catherwood | Apr, 10, 2019

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. Known as the ‘Finance History Guy’ on Twitter, Jamie posts articles and content on the history of financial markets….

>> Read More

Trying To Be Consistently “Not Stupid”

Written by Michael Lebowitz | Apr, 4, 2019

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent.” – Charlie Munger As…

>> Read More

Fearing Complacency – RIA Pro UNLOCKED

Written by Michael Lebowitz | Mar, 27, 2019

The following article was posted for RIA Pro subscribers last week. We believe this article points to a precarious situation in the market that investors should be aware of. We…

>> Read More

Has This Cycle Reached Its Tail?

Written by Michael Lebowitz | Mar, 20, 2019

We asked a few friends what the picture below looks like, and most told us they saw a badly drawn bird with a wide open beak. Based on the photograph…

>> Read More

Jerome Powell on 60 Minutes: Fact Check

Written by Michael Lebowitz | Mar, 13, 2019

On Sunday, March 11, 2019, Federal Reserve Chairman Jerome Powell was interviewed by Scott Pelley on 60 Minutes. We thought it would be helpful to cite a few sections of…

>> Read More

Navigating With The R Star

Written by Michael Lebowitz | Mar, 6, 2019

“It’s difficult to make predictions, especially about the future.” – Niels Bohr On November 28, 2018, Federal Reserve (Fed) Chairman Jerome Powell gave a speech at the Economics Club of…

>> Read More

Will The Pound Get Pounded?

Written by Erik Lytikainen | Mar, 5, 2019

British pound futures have been declining against the US dollar since November 2007. Over that period the pound has fallen from a high of over $2.10 US dollars per pound…

>> Read More