A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Revisiting the Inventory Cycle

POSTED ON October 1st - POSTED IN Prices Allocate Resources, Cycles

By Lewis Johnson - “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.”

Prices Allocate Resources

POSTED ON June 25th - POSTED IN Prices Allocate Resources, Cycles, Indicators

By Lewis Johnson - Prices are everywhere.  We pay prices when we want to buy things such as groceries, cars, houses, stocks and bonds.  But what else should we consider with respect to prices?  Prices are also the most[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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