Michael Lebowitz Predictions

Portfolio Manager

Track Michael Lebowitz's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

6 forecasts 6 pending

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6 forecasts

Person Subject Forecast* Source Date Deadline** Outcome

Michael Lebowitz S&P 500 The market will likely end the year near current levels but with elevated volatility over the next six months

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[0:00] if you want to take a few chips off the table for the next six months, understanding that we could have these short-term surges, short-term declines, we could very much end up where we were, you know, at the end of the year where we are today. But we're probably gonna have more volatility and more reason to take just a cautious approach.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-06-13 2026-12-31 pending

Michael Lebowitz S&P 500 The equity market will face a constant headwind from large IPO and secondary equity supply throughout 2026

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[11:46] I think that's a constant headwind that the market is going to be dealing with all year.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-06-13 2026-12-31 pending

Michael Lebowitz Magnificent Seven Magnificent Seven stocks will face disproportionate selling pressure as investors make room for the SpaceX IPO

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[9:54] I think the way investors look at it is SpaceX is kind of a mag seven. And what they're saying is, okay, I'm going to be buying SpaceX, whether it's today or whether it's a week from now. Let me start by making room. I'll sell Nvidia. I'll sell Apple. I'll sell Microsoft. whatever it is. So, I think those stocks got a little disproportionately hit

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-06-13 2026-07-13 pending

Michael Lebowitz AI Stocks Hyperscalers will increasingly rely on debt and equity financing rather than internal cash flows to fund AI capex spending

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[28:34] Almost all of them, not counting Nvidia, but all the hyperscalers are now flat to negative cash flow, meaning they have they're if they want to keep spending the way they are, they need to borrow money. And we've seen them all do big fixed bond deals now, they're all coming to the equity market.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-06-13 2026-12-31 pending

Michael Lebowitz Inflation Rate Inflation rates will come down quickly by summer to early fall 2026

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[26:31] re inflation rates could come down pretty quickly when we're out there in the summer, you know, early fall

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-04-12 2026-09-01 pending

Michael Lebowitz Inflation Rate Inflation will decline to 2% or below

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[35:09] No, I think inflation's heading back to 2% or even lower.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

Thoughtful Money 2026-04-01 2027-04-01 pending