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

The Dark Side of China?

POSTED ON September 24th - POSTED IN Credit

By Lewis Johnson - “For every action, there is an equal and opposite reaction.”

Unsustainable Steel Premiums

POSTED ON September 3rd - POSTED IN Cycles

By Lewis Johnson - Cycles are a prominent factor in much of our research on commodity driven companies. This is no accident. Commodity markets are always seeking balance between the fundamental forces of supply and[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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