By Lewis Johnson - The game of poker shares many similarities with investing. They are both odds driven endeavors where it pays to be logical. The margin of victory is often slim! If you play the game of poker long[…]
By Lewis Johnson - After a long hiatus, gold’s quiet outperformance (up 9.6% YTD) is slowly working its way back into the financial pages. However, gold took its time getting back there. After all, the 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,[…]
