By Lewis Johnson - Chief Conclusion According to Financial Advisor magazine, our firm is the second fastest growing investment advisor in the country! [1] We owe an unpayable debt of gratitude to our clients and to our[…]
By Lewis Johnson - Chief Conclusion Key leading indicators in the commodity markets support our expectation for a mid 2017 peak in the inventory cycle. Steel offers the best insight into this cycle and the slowdown[…]
By Lewis Johnson - Chief Conclusion Clients are an investment firm’s most important assets. Our goal is to treat clients like the critical partners they are in the investment process. Working together with them, is our[…]
By Lewis Johnson - Chief Conclusion Investors underweighting the highest quality and longest duration bonds are ignoring the tail risks of deflationary shocks from China and Europe. Such positioning may disappoint[…]
By Lewis Johnson - Chief Conclusion Populism’s explosive growth is likely sowing the seeds for dramatic change in the markets. Every day we see evidence of this in the news and in the markets. My own belief and concern[…]
