Page 4 - Michael Lebowitz News Today

Despite the highest yields in 15 years, some bearish bond traders think they can go much higher.

When a couple fell in love with a house in Kinderhook, they decided to take on a reno to add personality and create their dream home.

Astonishment. That was my reaction to the July 12, 2023 article on the Alaska Permanent Fund Corp [APFC] by James Brooks, longtime Alaska reporter. APFC has two components, the Earnings

Is Inflation Already At The Fed's Target? Authored by Michael Lebowitz via RealInvestmentAdvice.com, The Fed’s next rate move and its “higher for longer”…

By Michael Lebowitz The economy has marched forward, ignoring higher interest rates and consistent calls for a recession. Credit goes to “We The People,” the citizens of the U.S. A shout-out also goes to Uncle Sam for showering us with trillions of dollars of stimulus during the pandemic to fuel consumption.  

The combination of bonds with higher yields and my longer-term earnings growth warnings present an excellent time to reconfigure allocations.

The Source for Market Opinions

My view of the attractiveness of bonds can be honed into an elevator pitch. It boils down to a straightforward question: Is this time different?

  Norm Diamond hosts this episode of the Old Mole, which includes the following segments:

An Elevator Pitch For Bonds Authored by Michael Lebowitz via RealInvestmentAdvice.com, In the social media era, where attention spans are measured in seconds,…