By Lewis Johnson - CHIEF CONCLUSION What we believe to be the biggest change in decades is underway in monetary policy, which is creating new winners and losers in the markets. Central banks are selling hundreds of[…]
POSTED ON
June 15th
- POSTED IN
Gold,
Indicators,
Price of Gold,
Relative Value of Gold (and Credit)
By Lewis Johnson - Chief Conclusion Asking better questions is the fastest way to make more money in the markets. In today’s “Trends and Tail Risks,” I will take a step back and explain the backstory of how asking[…]
POSTED ON
July 14th
- POSTED IN
Gold,
Thinking About the Future
By Lewis Johnson - Chief Conclusion Expect the ongoing bear market in confidence in central bankers and their minions to power a long and enduring bull market in gold. They are, in fact, one and the same thing. A[…]
POSTED ON
May 18th
- POSTED IN
Gold,
Relative Value of Gold (and Credit)
By Lewis Johnson - Chief conclusion We believe that gold is entering a new bull market. If so, the opportunities for outperformance could be the greatest we have encountered in perhaps fifteen years.
POSTED ON
March 23rd
- POSTED IN
Credit,
Gold,
Relative Value of Gold (and Credit)
By Lewis Johnson - Simplicity should be a constant goal in investing. Note the key word: goal. Sadly it’s a daunting effort to reach a simple understanding of our increasingly complex financial world. Often it takes[…]
