By Lewis Johnson - CHIEF CONCLUSION Our investment framework has gold as the leading indicator and driver of higher commodities. In today’s “Trends and Tail Risks” we outline why we believe that this is bullish for all[…]
By Lewis Johnson - CHIEF CONCLUSION Whoever said “its who you know that counts” was definitely speaking about the investment business. In a confusing world, drowning in data, how to make sense of it all and plot an[…]
By Lewis Johnson - CHIEF CONCLUSION Ask anyone who has invested serious time analyzing the commodity markets and you will quickly come to understand the power of supply, demand, and prices to work in harmony to create[…]
By Lewis Johnson - Charles Dickens was one of those rare and durable authors who was acclaimed in his own time and whose work is still fresh to this day. Dickens was widely honored as a true literary genius, creating[…]
