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.
- Artificial Intelligence
Fast AI Adoption Could Reshape Jobs, Wages, and Wealth for Decades
Therefore, we follow our bullish case with a different perspective on how AI could negatively impact the economy, especially in the near term.
