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  • The Mirror Cracks

    Michael Lewitt is one of my favorite credit analysts. If I want to know what is happening in the credit markets, one of my first calls is to Michael. He has been doing deep dives into some rather esoteric markets as well as traditional bonds over the course of his career, and he really understands what...
    Posted to John Mauldin's Outside the Box by John Mauldin on 07-17-2013
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  • Keynesian Confusion

    Michael Lewitt is one of the most provocative writers I know. He consistently gives me something to chew on with his monthly letter. How he comes up with all those quotes (usually from sources I have never read but should have) amazes me. He has a unique view of the markets as he run Collateralized Debt...
    Posted to John Mauldin's Outside the Box by John Mauldin on 11-01-2010
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