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Latest Insights on LK

Talk of tax reform leaves businesses waiting on the investment sidelines until they know exactly what will happen. This could lead to triple digit gains. Businesses Are Parking Cash Until Trump’s Tax Reform is Announced
by Michael Carr December 7, 2017 U.S. Economy
Talk of tax reform created uncertainty. Businesses make money by waiting to see if tax rules change next year, or in 2019 under the Senate’s plan.
An Update on Third Point Reinsurance
by Optin December 6, 2017 Pivotal Point Trader
Third Point Reinsurance (TPRE) was added to the Pivotal Point portfolio in the middle of last month, and has struggled a bit since. No worries. The Bermuda company is the public investment vehicle of Dan Loeb, the billionaire activist hedge fund manager. The business prospects, and share price are nearing an inflection point. Reinsurance might not be […]
Historic Month for Gold: Get Ready to Grab Aluminum Gains We have two trades with open gains and two with an open loss. Fortunately, the gains outweigh the losses. And I expect more upside ahead for each. Three of the four trades expire in January, so we have some time with those. However, one of the positions that is down expires at the end of […]
How do you heal a divided America? Bob Bauman discusses how the memory of Pearl Harbor can break through our current disunity. In Times of Disunity, Remember Pearl Harbor
by Bob Bauman December 5, 2017 Government & Politics
What force galvanized that unique American unity that, with our allies, combined to defeat the Japanese and Nazi aggressors?
The future of Tesla is not in their money-losing automotive operations. Instead, they should focus on what could be their real profit bonanza. This Is Tesla’s Real Business (It Isn’t Sports Cars)
by Jeff Yastine December 5, 2017 Global Economy
I have a proposal for Tesla CEO Elon Musk: Sell Tesla’s money-losing automotive operations and focus the company where the real profit bonanza is.

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