Articles by Michael P. Lebowitz
- Research
The AI Bubble Warning Wall Street Doesn’t Want to Hear
Given the strong correlation between oil prices and CPI, the type of normalization could profoundly reduce CPI and, with it, sharply reduce bond yields.
- Active Insights
SpaceX Targets Up to $2 Trillion IPO Valuation With Starlink Driving Profit Surge
SpaceX filed its securities registration with the SEC and is now set to conduct its IPO on or around June 12th.
- Artificial Intelligence
AI Infrastructure Spending Is Becoming a Major Driver of US Economic Growth
Let’s open the door to our economy to better appreciate how AI is currently impacting it and how it may change in the future.
- Market Intelligence
S&P 500 Surge Masks Weak Breadth as Options Flow and Gamma Drive Price Action
Similarly, while the broad market indexes have performed well, the bulk of the gains are coming from a relatively small handful of companies.
