A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

The Next Big Thing?

POSTED ON November 12th - POSTED IN Commodities, Commodity, Thinking About the Future

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[…]

Good Intentions

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[…]

Great Expectations

POSTED ON June 24th - POSTED IN Cycles, Bottom Up Analysis, Commodity

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[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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