Latest Insights on LAC
Tariffs and the Law of Unintended Consequences December 11, 2018 Global Economy While tariffs are being tossed around like chips in diplomatic talks, businesses and people are facing real consequences.
Video Game Makers Game You Through Microtransactions December 10, 2018 Technology As regular readers know, I’m an old-school gamer. My first video game system was an Atari 2600, with Combat!, Pitfall, Q-Bert … even the much maligned E.T. the Extra-Terrestrial game. But gaming has changed considerably since the days of the Atari 2600. No longer do you just buy a video game and play it at […]
Tariffs Are Not the Problem, Investor Sentiment Is December 10, 2018 Economy The problem isn’t really tariff rates. The problem is how investors think about tariff rates. Investor sentiment moves markets, not low tariff rates.
Hedge Funds Find an Edge With Big Data December 7, 2018 Technology In the investment world, Big Data has become big business. Alternative data provides intelligence that is relatively unknown to the rest of the market.
Hedge Funds Are Bullish on Natural Gas This Winter December 7, 2018 Soft Commodities The price of natural gas has swung wildly in the past several weeks. But hedge funds remain bullish. They hit a record long on natural gas in November.





