Latest Insights on LC

Investors can’t ignore that possibility and the likelihood of an American reset. Britain’s Decline Holds Lessons for the American Reset The end of the British Empire can guide U.S.-based investors.
Ready to put the "fun" in "fund flows?" Today we pin down why Wall Street's favorite indicator should join the chorus of Auld Lang Syne. Furious Fund Flows; A MU Point; Sachs Sacks Solar
by Joseph Hargett January 5, 2021 Great Stuff
Bubble, Bubble … Are We in Trouble? Ch-ch-ch-ch-changes. Turn and face the strange, if you want to be a richer man. Today, we’re talking about changes. Specifically, changes in the ever-exciting world of market fund flows! Fund flows? Wake me when it’s over … zzzz. Don’t nod off: You’ll want to hear (read?) this one […]
Value stocks are set to soar … that is, if Democrats win Georgia’s Senate runoff. But JPMorgan thinks that’s highly unlikely. Peachy Value in Georgia; Roku Quibi’ls Over Content, Amazon Knows Jack
by Joseph Hargett January 4, 2021 Great Stuff
Georgia on My Mind Georgia. Oh, Georgia. No peace, I find. Just an old sweet song about value stocks keeps Georgia on my mind. Welcome to 2021, Great Ones, where stock prices are made up, and valuations don’t matter. Or do they? According to JPMorgan Cazenove — a London-based division of JPMorgan proper — the […]
I look at how uncertainty can be quantified so that we can objectively review whether or not the market hates uncertainty. Does the Stock Market Hate Uncertainty? I look at how uncertainty can be quantified so that we can objectively review whether or not the market hates uncertainty.
How My Readers Performed During a Wild 2020 (4-minute read) This year has been wild. Fortunately, that’s just fine for our options strategies. But don’t take our word for it — listen to our readers. This is our 2020 year in review.

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