“All’s Well That Ends Well”
John Lekas – CEO & Senior Portfolio Manager April 23rd, 2025 Credit markets and global interest rates remain relatively firm, reflecting a cautious but stable risk environment. We believe volatility will continue in equity and fixed income market, but the fundamentals remain intact. Per the chart below, spreads have widened over the past month but are well within historic averages:…
Eggs go higher
Slavik Kolesnik – Portfolio Manager February 13, 2025 The latest data clearly challenges the prevailing narrative of Federal Reserve rate cuts and reinforces our view that interest rates will need to remain higher for longer. The recent CPI and PPI prints have significantly undermined expectations of a 100-basis-point rate cut from the Fed, highlighting the persistent inflationary pressures in the…
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 issue of extending duration here is complex and may not be correlated to past Federal Reserve postures. We project that…
Will the Fed Lower This Year?
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 race to the bottom for currencies because we cannot pay off our debt. The Federal Reserve would be lowering rates,…
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 are big, with a multiplier effect of approximately 7x, totaling around $49 trillion. These effects are still unfolding. If JP…
“All’s Well That Ends Well”
John Lekas – CEO & Senior Portfolio Manager April 23rd, 2025 Credit markets and global interest rates remain relatively firm, reflecting a cautious but stable risk environment. We believe volatility…
Eggs go higher
Slavik Kolesnik – Portfolio Manager February 13, 2025 The latest data clearly challenges the prevailing narrative of Federal Reserve rate cuts and reinforces our view that interest rates will need…
Will the Fed Lower This Year?
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…
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.…
Extending Duration?
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…
The Great Fund Face-Off
Leader Capital High-Quality Income Fund was featured in Barron's Mutual Fund Quarty article. Barron's author Lewis…
Portland businessman works to stop the sale of dog meat
John Lekas has retained former Multnomah County Commissioner Loretta Smith to lobby Congress on the…
The Ugliness Of The Lychee And Dog Meat Festival
Help stop the Lychee Massacre. Save tortured dogs. The Lychee and Dog Meat Festival is…
Leader Capital Promotions
“The team at Leader Capital has been crucial to our success over the years,” said…
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