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Latest Insights on LK

As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works. Investing In Natural Gas Companies When Prices Drop July 21, 2017 by Matt Badiali Hard Commodities As I discussed back in April, our opportunity was to short natural gas by owning consumers that rely on natural gas for fuel. Turns out, my thesis works.
Labor Reform Will Turbocharge France’s Economy July 19, 2017 by Jeff Yastine Global Economy If there’s one thing that defines modern-day France, it’s stringent labor laws that make it tough for companies to adapt and grow.
Home-Cooked Meals Are a Hot Investment July 14, 2017 by Jocelynn Smith Investment Opportunities If food prices continue to shift the way they have over the past year, I think we will see more people cooking meals at home rather than going out to eat.
Wall Street Rushes Into Global Stocks July 12, 2017 by Jeff Yastine Global Economy The global bull market isn't finished, but sometimes it helps to step away from where the action’s been hot and look for fresh opportunities elsewhere.
You cannot just pack up a gold mine when trouble starts. New political regimes, new laws, heavier taxes and wars have all destroyed mining companies in the past. Political Risk Is a Major Problem for Mining Investors July 11, 2017 by Matt Badiali Gold You cannot just pack up a gold mine when trouble starts. New political regimes, new laws, heavier taxes and wars have all destroyed mining companies in the past.

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