Trump Trade
John Lekas – CEO & Senior Portfolio Manager November 18th, 2024 We continue to believe that a low-dollar policy is in place. With Trump in office, it is almost certain that fiscal and monetary policies will move in tandem. The…
The Great Fund Face-Off
Leader Capital High-Quality Income Fund was featured in Barron's Mutual Fund Quarty article. Barron's author Lewis Braham said, "Leader Capital High-Quality Income has trounced its peers in Morningstar's Intermediate Core-Plus Bond category." Read the full article here: "The Great Fund Face-Off"
Jamie Dimon Says 8% Fed Funds
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…
Contractors Are Calling
John Lekas – CEO & Senior Portfolio Manager November 2nd, 2023 I've had a rather eventful week, receiving four calls from contractors offering a range of services. The list included remodeling the lower bathroom shower, treating my shake roof, gardeners…
How Bond Funds Have Fared During the Fed’s Rate Hikes
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…
2008 Redo!
John Lekas – CEO & Portfolio ManagerAugust 31st, 2022 Most people can’t remember back to 2008 when Floating Rate Funds seized up and dropped 50% and closed their funds for redemptions. This could happen again! Most investors still have not…
Market Outlook 2022
1.19.2022 False Alarm We believe the fed will not raise rates this year more than two times. It’s not necessary and it’s an election year. Our Reasoning is as follows: We believe raising rates 4 times or more will lead to…
CORONAVIRUS, FEAR & THE FED
President Trump Should Make Nice with Jerome Powell By John Lekas, Leader Capital The fear of the economic effects of the coronavirus is spreading far faster than the bug itself. Big headlines blared over the weekend that the virus now…
The Next Meltdown
One Scary Scenario for What Could Go Wrong By John Lekas, Leader Capital A friend of mine was bragging the other day about the returns in the “529” college investment fund he set up years ago for his daughter: up…
The Topsy-Turvy Twenties
Brace for good gains and jarring volatility in 2020 By John Lekas, Leader Capital Market pundits are in a race to coin the perfect banner for the next decade: the Roaring Twenties has been done, how about the Soaring Twenties?…