720 Global

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[720 Global @720Global]

This account is only used to post articles. Please follow @michaellebowitz for full access to 720G and our thoughts.

[720 Global @720Global]

THIS ACCOUNT IS COPYING MY REAL ACCOUNT. MY USER NAME HAS TWO L's IN THE MIDDLE. THIS ACCOUNT USES A CAPITAL I. PLEASE BLOCK AND REPORT

[720 Global @720Global]

Is value dead or is it getting ready to pay off for those with patience? Do the late 90s/ early 00s hold clues?

https://t.co/AOFVCs9z26

#value #growth

[720 Global @720Global]

Growth or Value? Take Our Blind Taste Test- Check out our latest

https://t.co/5Ls8WNrb1E

A B or C ?

[720 Global @720Global]

“When the world turns upside down, the best thing to do is turn right along with it.” – Mary Poppins

Is Mary’s advice proper when it is your hard-earned wealth at stake?

Our latest is out-

https://t.co/QPXyGCWQm2

[720 Global @720Global]

"Technically, recent data is better than economists’ expectations, but the situation is better characterized as “ugly but improving.”

Check out our latest- A Dose of Reality About the Labor Market

https://t.co/HPASamHW01

[720 Global @720Global]

What's Driving Apple (AAPL)? It ain't fundamentals.

"Sales over the previous five years have grown by 3.22% per year, while income by 1.82%. Despite the troubling trends, the stock has nearly quintupled since 2015."

Our latest- https://t.co/JPC8rdTq4R

[720 Global @720Global]

"If the Fed were not rigorously manipulating yields, we would expect the ratio to be at the upper end of the graph. Yields should easily be into the double digits."

From our latest-
https://t.co/NkLI2cjWBW

[720 Global @720Global]

"Despite many indicators that economic growth, and therefore corporate profits, will grow meagerly, markets are priced for a renewal of prior growth rates. We caution, in the long run, reality always trumps hope."

Read our latest-

https://t.co/imq5eRRRfz

[720 Global @720Global]

"What if the market’s traffic lights are green and red at the same time? Dare we ask, what happens when good economics become bad."

Our latest is out:

https://t.co/HPc1oYfHNh

[720 Global @720Global]

"The current environment may be more uncertain and riskier than any we have seen in our lifetimes. Yet, spreads say the future has never been more certain. "

Read our latest-

https://t.co/zj1QnU352I

[720 Global @720Global]

"Volatility is an inverse gauge of liquidity, the foundation on which smooth-functioning markets and asset prices rest"

Check out our latest-

https://t.co/s7WzmpsNGl

[720 Global @720Global]

"Today, the active police have little force. A mob of passive investors is overrunning them. Literally, the active police are being defunded."

From our latest https://t.co/TrqY2eKAdo

[720 Global @720Global]

Making sense of the nonsensical.

Tesla's Moonshot, How High Can It Go?

https://t.co/AfUmG6g5Ma

[720 Global @720Global]

Our latest is out- The Decade Long Path Ahead to Recovery

The new surge of debt has assured us that economic growth going forward will be less than the feeble growth of the 2010's.

https://t.co/RjLyPNkdJP

[720 Global @720Global]

"The new rate environment poses significant problems for passive balanced investors. Gone are the days when these portfolios self-balance during drawdowns and perform admirably in upturns."

From our latest-

https://t.co/wLR2kJJltw

[720 Global @720Global]

The Next Iteration of Price Controls

Our latest is out- What is Yield Curve Control #YCC

https://t.co/j1LIKAcGAm

[720 Global @720Global]

"The appearance of a record long economic expansion was fueled by expanding levels of debt and corporate share buybacks. The façade of recovery, a soaring stock market, convinced most people that it was real."

https://t.co/vfFrswVAvB

[720 Global @720Global]

Our best case scenario in our latest article-

"If the historical relationship between labor and PCE holds up, and consumption continues to be the predominant contributor to GDP, we should not expect GDP to regain prior highs until 2025."

https://t.co/jzrwTeL9aH

[720 Global @720Global]

Our latest is out-

The Fed Enters Monetary Light Speed

"The simple answer is the Treasury is enabling the Fed to side-step the law, or to be more accurate, break the law."

https://t.co/vTWesP7Cqh

[720 Global @720Global]

The S&P 500 is not a bargain, in fact far from it.

Read our latest for quantitative guidance on where fair value may lie.

https://t.co/eYM52EmiKQ