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

The Most Important Question in Investing Right Now

POSTED ON July 2nd - POSTED IN Gold, Price of Gold

By Lewis Johnson - Last week we explored commodity prices to illustrate simply how supply and demand interact with prices to drive real responses in the economy.  Prices make things happen!  There is a deeper truth,[…]


POSTED ON June 19th - POSTED IN Credit, Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - “You do not really understand something unless you can explain it to your grandmother.” Albert Einstein Sometimes it’s very difficult to get down to the simple fundamental truths that underlie even[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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