Sailing Versus Rowing : Active Versus Passive

Written by Michael Lebowitz | Oct, 3, 2018

Investor preferences shift between active and passive investing in a cyclical manner. Periods where the market has a strong tailwind of momentum behind it tend to attract a greater demand…

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15 Bullish Assumptions

Written by Michael Lebowitz | Sep, 26, 2018

If all goes well for nine more months, the post-financial crisis economic expansion will become the longest economic expansion in recent U.S. history. The U.S. stock markets are also on…

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A Walking Contradiction – Warren Buffett

Written by Michael Lebowitz | Sep, 19, 2018

“I have ways of making money you know nothing about.” – John D. Rockefeller Contradiction- A situation in which inherent factors, actions, or propositions are inconsistent or contrary to one…

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We The People

Written by Michael Lebowitz | Sep, 12, 2018

“We want capitalism and market forces to be the slave of democracy rather than the opposite.” – Thomas Piketty The essential underlying elements of supply, demand, scarcity, and prosperity described in…

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What Turkey Can Teach Us About Gold

Written by Michael Lebowitz | Sep, 5, 2018

If you were contemplating an investment at the beginning of 2014, which of the two assets graphed below would you prefer to own? Data Courtesy: Bloomberg In the traditional and…

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Running On Empty

Written by Michael Lebowitz | Aug, 29, 2018

We would like to introduce you to Sam and his finances. Currently, Sam does well for himself, earning $100,000 a year. Sam loves the good life, and to maintain it…

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The Weaponization of the Dollar

Written by Michael Lebowitz | Aug, 22, 2018

The Uncivil Civil War discussed the sanguine approach many investors take towards equity risk despite clear signs of domestic political turbulence. The article put the upcoming elections and the growing…

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