Michael Lebowitz, CFA is the founder of 720 Global, a macroeconomic and strategic investment strategist serving the needs of investment managers. Throughout his career, Michael has been involved in trading, portfolio construction and risk management involving some of the largest and most active portfolios in the world as well as comparatively small individual RIA portfolios. He has proven expertise in trading, risk management, macroeconomic analysis and relative value analysis across many asset classes. Coming soon 720 Global will offer “The Unseen”, a subscription-based publication similar to what has been offered at no cost over the past year and a half. In fact, what the subscription offers is precisely what we have delivered in the past, substance in style and form that provides unique analysis and meaningful value to discerning investors. For more information email info@720global.com
Editor’s Note: This analysis by economic strategist Michael Lebowitz joins three other articles of his that we published last year, all of them warning of unsustainable growth in investments. For over forty years the United States has been on a debt binge, trading long-term, sustainable growth for growth fueled by debt accumulation. In this article, Lebowitz...
Editor’s Note: In this analysis by economic strategist Michael Lebowitz, more evidence is presented that returns on investments, all of them, everywhere, are plateauing. Investors who are searching for yield can no longer turn to bonds, which have rates at or near zero, or in some cases, rates that are negative. Investors searching for yield can...
July 4th – June 6th – September 11th – August 15th You likely associated the first three dates above with transformative events in U.S. history. August 15th, however, may have you scratching your head. August 15, 1971 was the date that President Richard Nixon shocked the world when he closed the gold window, thus eliminating...
Despite many promises, there has been no sustainable economic recovery. The United States, and the developed world for that matter, have made repetitive attempts over the last 16 years to return economic growth to the pace of years long past. These nations are stuck in a cycle in which hopes for economic “escape velocity” get...