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Walking In The Mud

Walking in The Mud

John Lekas – CEO and Senior Portfolio ManagerJanuary 30th, 2023 2023 won't be the beat-up of 2022, but we believe it will be like walking in mud: slow, arduous, and no easy sprints. So Goes January, So Goes the Year. Typically, what happens in January tends to set the stage for the rest of the year, and it has been…

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Rates Higher for Longer

Rates Higher for Longer John Lekas – CEO and Senior Portfolio ManagerNovember 23, 2022 Interest rates will be higher for longer in our view and conversely, the market will be in the doldrums for longer. “Do not fight the Fed”. We expect rates to stay higher for longer; the Federal Reserve most likely pauses between 5.25 and 6 % in…

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Bull Market Or Bear Rally

Bull Market or Bear Rally

John Lekas – CEO and Senior Portfolio ManagerSeptember 30th, 2022 We believe the markets giving back most of the pandemic trade. Earnings could potentially prompt higher unemployment as companies try to keep earnings from declining. In our opinion, the U-3 unemployment number possibly indicating a bottom or potentially a new bull around 7 to 10%. U-3 US Unemployment Rate Our…

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2008 Redo

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 recovered from 2008 in Floating Rate Funds. Eaton Vance Floating Rate Fund 2001 – 2022* The basic problem in the…

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Unemployment, Fed, and The War

John Lekas – CEO & Portfolio MangerJuly 29th, 2022 Three things are driving the market between now and 1/1/2023. 1. Unemployment (most important)2. The Fed3. The War & Policy Unemployment (Most Important) The negative correlation between unemployment and equity markets is quite high (-0.74%). The general belief is there are plenty of jobs, but no one wants to work.  Some…

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Board of Directors / Andrew Rogers

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…

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Grim Earnings Forecasts Are Getting Worse by the Week

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…

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An Oregon Fund Firm Expands Its Tech Team

A mutual fund entrepreneur in Oregon is leaning increasingly on technology, more so than on traditional wholesalers. READ MORE

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Beware the Risks of Floating-Rate Funds

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…

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Fix News

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…

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The Ugliness Of The Lychee And Dog Meat Festival

Help stop the Lychee Massacre. Save tortured dogs. The Lychee and Dog Meat Festival is…

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