VIDEO: David Levy discusses investing using the Profits Perspective. Click the button below to read more about how three generations of Levy economists, their colleagues, and their clients have made money over the last hundred years using the Profits Perspective.



The Profits Perspective focuses on the determinants of total business profits and connects them to the financial workings of the economy. It uncovers hidden macroeconomic phenomena and provides unique, actionable investment insights.




Our clients are deep thinkers who want to understand macroeconomic phenomena before making investment or business decisions. If you are interested in having a member of our research staff contact you about our services, please provide an email address below and click ‘Submit.’


Latest Publications

SPECIAL REPORT: Bubble or Nothing

How the Long-Term Swelling of Household and Business Sector Balance Sheets Has Increasingly Forced Lenders, Investors, and Borrowers to Sacr…

In the News

  • David Levy talks about the Bubble or Nothing outlook for the global economy on Bloomberg’s What’d You Miss? with Joe Weisenthal (October 3, 2019)
  • Izabella Kaminska of FT Alphaville shares some thoughts on Levy’s new paper, Bubble or Nothing (September 27, 2019)
  • Randall Forsyth in Barron’s discusses David Levy’s call that cheap credit will impede, but not halt, a global weakening (August 9, 2019)
  • Larry Light writing in Fortune Magazine cites the Jerome Levy Forecasting Center’s warning that economic stress will spoil the illusion of safety in global credit (August 9, 2019)
  • Srinivas Thiruvadanthai describes the critical interplay between financial markets and the economy on Bloomberg’s What’d You Miss? (August 7, 2019)
  • Srinivas Thiruvadanthai discusses global markets from the Profits Perspective on Behind the Markets podcast with WisdomTree’s Jeremy Schwartz (April 16, 2019)
  • Srinivas Thiruvadanthai talks about the outlook for the Fed and fiscal policy and the intersection of the Profits Perspective with Minsky and Modern Monetary Theory on Real Vision with Michael Green (February 27, 2019)
  • Srinivas Thiruvadanthai on the prospects for Chinese stimulus and the 2019 economy on Bloomberg with Joe Weisenthal (December 20, 2018)
  • Srinivas Thiruvadanthai discusses the U.S. dollar, oil prices, and faltering emerging market growth on Bloomberg’s What’d You Miss? (October 20, 2018)
  • In two separate segments on Bloomberg’s What’d You Miss? Srinivas Thiruvadanthai discusses the reasons for EM weakness and the long-term bullish case for U.S. Treasuries (October 11, 2018)
  • In this wide-ranging interview, Joe Weisenthal of Bloomberg’s Odd Lots podcast hears from Srinivas Thiruvadanthai on the Profits Perspective, Post-Keynesianism, and the constraints on credit-driven economies (August 6, 2018)
  • David Levy on Bloomberg Radio discusses the market implications of a pickup in wage inflation (August 1, 2018)
  • Lawrence Light writes on David Levy’s inflation forecast in CIO magazine (July 2, 2018)
  • Randall Forsyth in Barron’s quoting the latest issue of The Levy Forecast® (June 30, 2018)
  • Greg Robb of Marketwatch writes about the Levy Forecasting Center’s forecast for an inflationary shock in the second half of 2018 (June 28, 2018)
  • Srinivas Thiruvadanthai on Bloomberg TV’s What’d You Miss? explaining why emerging markets are the weak link in the global economy (May 29, 2018)
  • Srinivas Thiruvadanthai sits down with Joe Weisenthal of Bloomberg to discuss the forces behind U.S. dollar strength in 2018 (May 15, 2018)
  • David Levy discusses the battle between higher profits and higher interest rates with Carol Massar on Bloomberg Radio (March 28, 2018)
  • Srinivas Thiruvadanthai cited in Bloomberg Markets saying that U.S. economic strength means interest rates are going up (March 14, 2018)
  • Srinivas Thiruvadanthai talks on Bloomberg Radio about why Bitcoin is a bubble but still has a lot further to go (December 26, 2017)
  • David Levy tells Larry Light of CBS Moneywatch that there is more to the stock market than politics (December 5, 2017)
  • Srinivas Thiruvadanthai discusses the interaction between financial markets and the real economy, as well as the reasons for hedge fund underperformance on Bloomberg’s What’d You Miss (November 13, 2017)
  • Srinivas Thiruvadanthai talks investing in a time of bubbles with Bloomberg’s Sid Verma (August 9, 2017)
  • David Levy discusses with journalist Cameron Cooper the role of excessive balance sheets in financial crises (August 8, 2017)
  • David Levy talks with Aleksandra Michalska of Reuters about the consequences of Fed interest rate and balance sheet moves in 2017 (July 25, 2017)
  • David Levy tells CBS Moneywatch that profits disappointments are coming in 2017 (June 21, 2017)
  • David Levy tells Larry Light of CBS Moneywatch that a change in Fed balance sheets “is not the issue most people think it is” (June 13, 2017)
  • Cardiff Garcia of FT Alphaville recommends a recent Levy Forecasting Center piece on weak business investment (June 6, 2017)
  • David Levy explains to Carol Massar and Cory Johnson of Bloomberg Radio why the Fed will have trouble getting back to “normal” (May 24, 2017)
  • Srinivas Thiruvadanthai talks tax cuts, emerging markets, and interest rates with Bloomberg Radio’s Lisa Abramowicz (May 17, 2017)
  • David Levy talks with Randall Forsyth of Barron’s about the outlook for profits in the first half of 2017 (March 25, 2017)
  • Srinivas Thiruvadanthai takes an in-depth look at the Treasury bond market on Bloomberg’s Odd Lots podcast (March 10, 2017)
  • David Levy discusses the 2017 outlook for profits, interest rates, and the U.S. dollar with Doug Krizner and Shery Ahn of Bloomberg Radio (January 25, 2017)
  • Srinivas Thiruvadanthai discusses both the short-term and long-term outlook for U.S. Treasury bonds on Bloomberg TV’s “What’d You Miss?” (January 25, 2017)
  • Robert King talks about how to spot a housing bubble with New Zealand’s Fairfax Media NZ (December 6, 2016)

69 South Moger Avenue
Suite 202
Mount Kisco, New York 10549
Research: 914-666-0641


Forgot your password?


You must fill out all fields in order to view sample research.

Enter your desired password twice. Must be at least 8 characters long.

Forgot Password?