Articles by Michael P. Lebowitz
- Ideas and Innovation for Financial Advisors - Advisorpedia

AI Could Supercharge Growth—or Trigger a Job Market Crisis
While evaluating the impact of AI on the labor market is complex, we can distill both optimistic and pessimistic views into two straightforward questions.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Dollar Debasement or Speculative Bubble? Gold, Bitcoin, and Market Signals
Thus, the question we raise is whether this is the right time for gold holders to swap for bitcoin.
- Ideas and Innovation for Financial Advisors - Advisorpedia

The Market’s Most Leveraged Bitcoin Bet Is Cracking—and It Could Spill Into AI, Tech, and Gold
Given that their Bitcoin is worth approximately $61 billion, debt holders are in a good position. But, Bitcoin holders are getting a little wary.
- Ideas and Innovation for Financial Advisors - Advisorpedia

The Economist Makes a Case for Solar Energy
The increasing use of solar energy is due not only to its environmental benefits but also its falling cost. #ESG #solar
- Ideas and Innovation for Financial Advisors - Advisorpedia

Alphabet’s Rare 2126 Bond Issue Meets Speculative Energy Surge and Job Revisions Shock
On the small piece of debt, Alphabet insulates itself from future interest-rate cycles and the need to refinance debt at maturity.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Markets Near All-Time Highs, but Signals Suggest More Volatility Ahead
Ten-year Treasury auction on Wednesday was on the weaker side, yet the bond market reaction was minimal.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Could a Recession Raise Bond Yields? Why TIPS May Outperform When Logic Fails
While many factors will ultimately influence the answer, the primary constraint on a decline in yield may be the government’s response to a recession
- Ideas and Innovation for Financial Advisors - Advisorpedia

Chasing Yield: Is This the Next Big Bond Market Narrative?
When the bond market changes direction and yields fall, the two narratives we share below, and others, may replace today’s bearish narratives. #bonds
- Ideas and Innovation for Financial Advisors - Advisorpedia

Is the Bond Market Facing a Major Paradigm Shift?
Some bearish bond investors in Japan and the US appear to believe that a paradigm shift is underway in the sovereign bond markets. #USA #Japan
- Ideas and Innovation for Financial Advisors - Advisorpedia

The Bond Market’s Tug of War: Are Narratives Beating Fundamentals?
the difference between narratives and fundamentals. However, we briefly review the current situation with Treasury yields before starting. #bonds
- Ideas and Innovation for Financial Advisors - Advisorpedia

Why Bond Yields Are Really Surging: The Battle Between Narrative and Fundamentals
- Ideas and Innovation for Financial Advisors - Advisorpedia

Bond Market Jitters: How the Basis Trade Is Stirring Volatility
Many rumors are floating around. For instance, some claim China is selling Treasury bonds in retaliation for increased tariffs.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Elon Musk's Influence on Bond Markets: A New Era?
If the administration wants lower rates, as Trump has said repeatedly, the President and Elon Musk can not rely on Chairman Powell #rates #inflation
- Ideas and Innovation for Financial Advisors - Advisorpedia

Why Emerging Junk Bonds Are Gaining Demand
While it may seem like a win-win scenario, it rarely turns out that way when something is too good to be true. #bonds
- Ideas and Innovation for Financial Advisors - Advisorpedia

Inside Private Credit: Growth, Liquidity Strain, and Rising Market Concerns
The private credit tremors started with the bankruptcies in the auto sector — Tricolor and First Brands.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Will Private Credit Cause The Next Financial Crisis?
As a result, some people think that recent rumblings in private credit may be a precursor to a new financial crisis.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Oversold Stocks and Oil Spikes Signal Opportunity, Not Panic
Behavioral finance calls this availability bias: the tendency to judge the likelihood of an outcome by how easily a vivid example comes to mind.
- Ideas and Innovation for Financial Advisors - Advisorpedia

S&P 500 Calm Masks Deep Sector Turbulence
Another confirmation of the wide dispersion of returns in the constituents of the S&P 500 and yet relatively calm trading in the index itself.
- Ideas and Innovation for Financial Advisors - Advisorpedia

$1.2 Trillion Risk Building Beneath Markets Could Force Fed’s Hand
The Fed has a history of cutting rates and boosting liquidity when the labor market and inflation levels don’t necessitate action.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Real Value: Looking Through The Value Rotation Illusion
A passive investment environment is oftentimes agnostic to valuations, blurring the lines between traditional investment styles like value and growth.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Oil Curve Signals Short-Term Spike, Not Lasting Shock
In the context of the current Iran conflict, the oil curve is signaling that the short-term spike is unlikely to last.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Private Credit Chaos Is Crushing BDCs—Opportunity or Trap?
The poor sentiment toward private credit funds has dragged down many high-quality BDCs, as well as weaker ones.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Wall Street Sent a Clear Signal: No Guidance, No Mercy
The stark message from Wall Street is that forward sales and earnings guidance now take precedence over recent financial results.
- Ideas and Innovation for Financial Advisors - Advisorpedia

Few Stocks Are Driving This Rally While Most Lag Behind
Regarding breadth, consider that despite the S&P 500 being at a record high, only 65% of stocks are above their 20-day moving averages
- Ideas and Innovation for Financial Advisors - Advisorpedia

Record Low Consumer Sentiment Meets Record High Markets
The concern, however, is forward-looking. Sentiment doesn’t just measure how people feel; at times it can shape how they spend.
- Ideas and Innovation for Financial Advisors - Advisorpedia

AI Arms Race Heats up While Apple Waits for Perfect Entry Point
While tech giants invest billions in AI, Apple executives are quietly sitting on their hands and a mountain of cash.