A bi-weekly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

The Gold Analyst, Loneliest Guy in Town

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[…]

Ask Better Questions to Make More Money

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[…]

Icarus Falls: The Gold/Silver Ratio Breaks Down

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[…]

The End of the Blanche DuBois Market?

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.

The Message of Gold

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[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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