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March Madness: Having A Process For A Winning Outcome

By Michael Lebowitz, Mar 10, 2020

Defining and better understanding outcome-based investment strategies versus process-based...

A Black Swan In The Ointment

By Michael Lebowitz, Mar 4, 2020

Our modern economic policy framework is not designed for inflation, nor are many people even...

Our Triple-C Rated Economy: Complacency, Contradictions, and Corona

By Michael Lebowitz, Feb 26, 2020

The Fed and markets are confident and complacent despite a laundry list of risks and problems that...

Digging For Value in a Pile of Manure

By Michael Lebowitz, Feb 19, 2020

With so many assets having historically expensive valuations, it is a difficult time to be an...

McDonald’s, Not A Shelter In The Coming Storm

By Michael Lebowitz, Feb 17, 2020

Like KO, we are not making a recommendation on MCD as a short or a sell candidate, but by our...

Why “Not-QE” is QE: Deciphering Gibberish

By Michael Lebowitz, Feb 12, 2020

The latest round of aggressive monetary policy is not called QE despite the fact that it is nearly...

Jerome Powell & The Fed’s Great Betrayal

By Michael Lebowitz, Feb 5, 2020

When the money supply is increased for consumptive and speculative purposes, the Fed creates...

Quick Take: The Great “Tesla” Hysteria Of 2020

By Michael Lebowitz, Feb 4, 2020

The recent parabolic surge in TESLA has gone beyond reason and we dig into the valuation of Tesla...

Maybe This Time Is Different?

By Michael Lebowitz, Jan 29, 2020

Exposing a company that poses as a value defensive stock but its valuations argues otherwise....

Looking Beyond Apple and Microsoft

By Michael Lebowitz, Jan 28, 2020

Exposing a company that poses as a value defensive stock but its valuations argues otherwise....

Gimme Shelter – Unlocked RIA Pro

By Michael Lebowitz, Jan 22, 2020

Exposing a company that poses as a value defensive stock but its valuations argues otherwise....

Yeah…But

By Michael Lebowitz, Jan 15, 2020

Yeahโ€ฆ Barry Bonds, a Major League Baseball (MLB) player, put up some amazing stats in his career....

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