Daily Market Commentary No Relief At The Pump Despite Crude Falling Blog Japan Breaks The ‘Debt Causes Inflation’ Narrative Daily Market Commentary The FOMC Sees Zero Downside Economic Risks Daily Market Commentary Dow Slides While Nasdaq Rallies: Omen Or Rotation? Blog Earnings Mean Reversion: When Estimates Snap Back Daily Market Commentary Low Jobless Claims Are ‘Half A Misnomer’ Bull Bear Report The Fed Rate Hike Won’t Fix The Inflation It Targets Daily Market Commentary A Hike Like No Other Blog K-Shaped Economy: Reality Or Media-Driven Perception Daily Market Commentary Another Hike By Year End And No Cuts On The Horizon
Vol. XXVII · No. 134
Thursday — September 24, 2026
Houston, Texas
Michael Lebowitz
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Michael Lebowitz

Portfolio Manager, CFA® · RIA Advisors

Michael Lebowitz has over 35 years of financial markets experience. He has been involved in trading, portfolio construction, and risk management involving some of the largest and most active portfolios in the world. In addition to his institutional experience, he also built a successful independent RIA which allowed him to further extend his experience into the realm of investment management for individuals and family offices. His diverse career path affords him a unique investment and economic perspective. Grounded in logic and common sense, he blends his vast trading and investment expertise with macroeconomic viewpoints and a deep understanding of the Fed to deliver pragmatic and actionable thought leadership to clients.

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