John Lekas – CEO and Senior Portfolio Manager August 20th, 2024 Currently, the United States’ debt-to-GDP ratio is approximately 143%, while China’s is approximately 297%. As the national debt for the U.S. and China reaches these levels, it becomes a…
John Lekas – CEO & Senior Portfolio Manager April 10th, 2024 We believe there's a lack of recognition regarding the extent of inflation, both in the United States and internationally. The economic ramifications of distributing $7 trillion during the pandemic…
John Lekas CEO & Senior Portfolio Manager December 20th, 2023 By extending the duration in our portfolio 100% at this juncture using 10-year treasuries (based on a target rate of 3% in 2024), we would generate approximately 8% in capital…
John Lekas CEO September 22nd, 2023 "Don't fight the Fed.” These individuals are academics, not rational business people. The good news is they will inform you of their intentions; there's no need to second-guess them. They have stated that they…
When it came to helping investors navigate recent debt-market turmoil induced by Federal Reserve rate increases, bond-picking fund managers largely came up short. Of almost 2,000 actively managed bond funds covering a range of investing strategies, 58% failed to beat…
Leader Capital recently held a vote by proxy to establish a stand alone trust. Meet our new Trustees, Andrew Rogers, Raymond Davis and Marty Kehoe, who will serve on our Board of Directors to help ensure success & keep our…
With most investors focusing on monetary policies and trade negotiations, the grim outlook for earnings is flying under the radar. John Lekas, CEO & senior PM of Leader Capital, shares his thoughts on why investors should brace for disappointment and…
Every few years, Steve Romick pens a long letter to clients about looming risks for the stock market. His timing is usually too early—credit-default swaps in 2002, subprime mortgages in 2005, excess leverage in banks and investment banks in 2006—but…
A mutual fund entrepreneur in Oregon is leaning increasingly on technology, more so than on traditional wholesalers. READ MORE
Words are powerful, and for investors seeking income, the words “floating rate” are particularly alluring these days. The Federal Reserve is likely to raise interest rates again in December, and rates globally have risen sharply in just the past week.…