Archive by Author

Author Q&A: Daniel Pink on the Science of Timing and How Innovative Firms are Employing His Research

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We recently had the opportunity to sit down with author Daniel Pink to discuss his new book, When: The Scientific Secrets of Perfect Timing, now in its 8th week on the New York Times best-seller list. We asked Dan how financial advisors can benefit from the science of timing, whether Dan considers intentionality to be an intangible asset for […]

Earnings Don’t Matter!

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Our long-time readers are familiar with the work of Professor Baruch Lev of the NYU Stern School of Business, whose research forms the basis for the Knowledge Leaders investment strategy. In his decades-long study of financial records, Lev first discovered a link between a firm’s knowledge capital and its subsequent stock performance, ultimately identifying a […]

Geopolitics Q&A with Peter Zeihan: Mexico’s New Drug War, North Korea, Russian Expansion

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We recently met with Geopolitical Strategist Peter Zeihan to discuss three geopolitical shifts for US financial advisors to watch in the coming months. In this Q&A, we discuss: How the Mexican drug war fueled the U.S. opioid crisis; The chances of a pre-emptive strike on North Korea; and Why Russian troops aren’t leaving Belarus. Click to download […]

Quarterly Strategy Update: Dynamic Undercurrents

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Since the start of this year, the US Treasury market is signaling a scenario of rising growth expectations and falling inflation expectations, as reflected by the various components that comprise interest rates. In this quarter’s strategy update, Portfolio Manager Steven Vannelli, CFA, explores the following: Monetary policy: We examine the demographic shifts causing people to spend […]

Coal is Dead and Other Thoughts on Fossil Fuels from Peter Zeihan

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With energy setting records as the worst performing sector year-to-date, we were curious about Geopolitical Strategist Peter Zeihan’s thoughts on fossil fuels in the context of the United States’ continued retreat from the global theater. We recently caught up with Peter to ask his opinion. Below are excerpts from that conversation. KLC: What are your […]

Three Geopolitical Shifts to Watch this Summer, a Q&A with Peter Zeihan: Part 2 – China, North Korea and Trump

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We met with Geopolitical Strategist Peter Zeihan for a quarterly update right before the French presidential elections. In addition to calling Macron’s win, Peter outlined the three most important geopolitical shifts for US financial advisors to watch in the coming months. In order of priority: What’s next for Brexit? This is important because the UK’s […]