Latest Insights on LK
Beware the Fed’s Hubris on Inflation
April 19, 2016 U.S. Economy
The market has grown used to cries of “Deflation!” and dovish Fed speeches. So much so, that early indicators are being ignored. The fact is, inflation is about to blindside Wall Street. Don’t Buy the Panama Papers Panic
April 18, 2016 Government & Politics
When it comes to the Panama Papers scandal, the media is tilting at windmills … targeting the wrong people for the wrong issues. But there are real issues here. Don’t be fooled by the smokescreen. The Red Dragon Roars While the Fed Waits
April 6, 2016 Global Economy
Despite much hand-wringing in the media, the economy is turning up again. While the Fed seems out of touch with economic data, China has emerged as the only adult in the room. Wage Growth Remains an Issue for Millennials
April 5, 2016 U.S. Economy
As millennials look to turn the tide of wage growth, weekly initial jobless claims data point to trouble for the U.S. economy. Can the next generation provide investment opportunities? The Fed Needs to Get a Clue
March 25, 2016 Trading Strategies
The Fed is dithering on interest rates, and the days of solid returns on Treasurys, municipal bonds and CDs aren’t likely to return anytime soon, if ever. But that doesn’t mean you’re out of luck…