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Latest Insights on LIM

Earnings Worse Than the Great Recession? Worse Than the Great Recession? September 2, 2016 by Chad Shoop U.S. Economy As another earnings season comes to an end, one thing immediately jumps out: Stock prices are out of whack from their core value — earnings. And the implications are dire.
Prepare for Brain-Dead Corporate Tax Reform August 29, 2016 by Ted Bauman Taxes “Pass-through” companies — LLCs, partnerships, S corporations, etc. — comprise 95% of all U.S. businesses, and they’re about to be smacked with brain-dead corporate tax reform.
The Market’s Breaking Point August 23, 2016 by Jeff Yastine U.S. Economy Price discovery. Never heard the term? Remember it, because it explains the logic defying melt-up the market is going through right now.
why 2022 is not the worst economy ever The Need for Yield in a Recession: What Does That Mean for Us? August 5, 2016 by Chad Shoop U.S. Economy The U.S. economy limped along in the second quarter solely on consumer strength. Will that strength return for the third quarter and avoid a recession? Don’t hold your breath.
Second chance for oil Oil’s Second Chance August 3, 2016 by Jeff Yastine Oil There's a reason oil is called black gold. And in spite of worries of a bear market, there's a second chance to invest in oil ... and be well rewarded.

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