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

A Question of Confidence

POSTED ON October 29th - POSTED IN Risk

By Lewis Johnson - “I suspect everyone and I suspect no one.”

Market Raids and Weak Links

POSTED ON October 22nd - POSTED IN Risk

By Lewis Johnson - “When you raid a cathouse, you take the piano player too.”

Mid Cycle Correction or Serious Downturn?

POSTED ON October 15th - POSTED IN Risk

By Lewis Johnson - “I made my money by selling too soon.”

Our Bond Strategy: The Power of Duration

POSTED ON October 8th - POSTED IN Bonds, Credit, Portfolio Construction for a Challenging World, Risk

By Lewis Johnson - “The holy passion of Friendship is of so sweet and steady and loyal and enduring a nature that it will last through a whole lifetime, if not asked to lend money.”

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.”

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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