By Lewis Johnson - CHIEF CONCLUSION Last week the equity market suffered the fastest drop ever from an all-time high. We believe that the violence of this collapse makes a strong case for professional risk management[…]
By Lewis Johnson - CHIEF CONCLUSION Mike Tyson says that everybody has a plan until they get punched in the face. That’s when life gets real and many plans fail. Volatile markets just punched many investors in the[…]
By Lewis Johnson - CHIEF CONCLUSION Sometimes the strength of the whole can be dependent upon what may seem an unimportant or even paradoxical piece. Investing can be like that too. In our opinion, the best[…]
By Lewis Johnson - CHIEF CONCLUSION One of the biggest investment surprises in recent memory has taken place in two important markets over the past year or so: rallies in the price of gold and that of the U.S.[…]
By Lewis Johnson - CHIEF CONCLUSION Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our[…]
