Author: LFA Team
U.S. Deficit Projections and Your Purchasing Power: A 2026 Outlook
The U.S. national debt and persistent deficits are no longer abstract political debates taking place in Washington. Rising deficits, mounting interest costs, and expanding federal...
AI & the Capex-Revenue Ledger
AI-related capital spending has tripled in five years — and it is still accelerating. Five balance sheets now carry roughly 30% of market-wide capex, and...
AI & the Capex Cycle
Is the AI spend cycle a massive opportunity—or a mounting risk? AI-related capital spending has tripled over the past five years, with just five balance...
Financial Markets DEEP DIVE
2026/July Click Here to Download the PDF Version “A good parent protects their child. A good parent lets their child face risk. Two truths that...
Are Swiss Bank Accounts for U.S. Citizens Legal? A 2026 Compliance Guide
Swiss bank accounts for U.S. citizens are legal when properly structured and reported. While the traditional “secret” or anonymous accounts often portrayed in films are...
Why Is the Purchasing Power of a Dollar Falling? The Swiss Franc Hedge
The purchasing power of a dollar is declining due to a combination of persistent inflation, expanding fiscal deficits, and what some analysts describe as currency...
June 2026 | Monthly Market Commentary
• AI, Oil and Interest Rates drove markets in June• Growth remained resilient in June• AI-related investment themes continue to evolve as companies increasingly report...
May 2026 | Monthly Market Commentary
The Battle Between Inflation and Artificial Intelligence The key themes we highlighted in April remain largely unchanged. Markets continue to be driven by the tension...
What Is a Midterm Election “Market Check-Back”?
What is a midterm election market check-back? It refers to historical observations that, during the summer of a midterm year, stocks tend to revisit their...
Is Your Portfolio Ready for a Potential Kevin Warsh Fed? Managing Interest Rate Shifts
Many are asking: What does a Kevin Warsh–led Federal Reserve mean for interest rates? The nomination of Kevin Warsh points toward a more rules-based monetary...
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Switzerland
+41 91 921 37 52 Rue de Lausanne 25, 1950 Sion
Switzerland
Switzerland
+41 43 497 22 83 Via F. Pelli 3, 6900 Lugano
Switzerland
+41 91 921 37 52 Rue de Lausanne 25, 1950 Sion
Switzerland
