SCOUT· 61%1h 24m·2026-08-08·MoneyFalse Breakout? Or Is A Wave Of New Market Highs Ahead? | Michael Lebowitz
Stocks have recently ripped to new highs, after spending months in a trading range.Is this a sustainable breakout?Or a false one, as we saw back in June?Portfolio manager Michael Lebowitz discuss the odds, as well as the new surprise payroll numbers, his outlook for bond yields, as well as his firm's latest trades.For…
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“The current macro environment is a text-book lesson in why traditional buy-and-hold strategies are struggling. With interest rate uncertainty and global liquidity shifts, the real gains belong to those who know how to trade the volatility r…”
“Everything in the store comes in on a diesel engine truck so this will impact prices and I’m in the grocery business. What planet are these people living on? “Rent is deflating.” Have you talked to any renters?”
“New highs. We're in a melt up. You can sense that people realize the AI debt is going to catch up with the stock market At some point. And so we're all trying to realize unwarranted gains before that happens.”
“@19:10 Am I hallucinating? Why are you talking about deflating rent? OER is ~ 3.2 YoY and Rent of Primary Residence is ~ 2.8% YoY. Is this deflation in the room with us right now? What are you talking about?”
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