By Lewis Johnson - CHIEF CONCLUSION In the last four years, there has been an $9.1 trillion increase in negative yielding debt. The total now is $12.8 trillion. What broader impacts has this driven in our markets –[…]
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[…]
POSTED ON
July 11th
- POSTED IN
Bonds,
Bond Market,
Gold,
Relative Value of Gold (and Credit)
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.[…]
POSTED ON
January 10th
- POSTED IN
Gold,
Relative Value of Gold (and Credit)
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,
Price of Gold,
Indicators,
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[…]
