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

Great Expectations

POSTED ON June 24th - POSTED IN Cycles, Bottom Up Analysis, Commodity

By Lewis Johnson - Charles Dickens was one of those rare and durable authors who was acclaimed in his own time and whose work is still fresh to this day. Dickens was widely honored as a true literary genius, creating[…]

Demystifying the Business Cycle

POSTED ON June 17th - POSTED IN Prices Allocate Resources, Cycles, Indicators

By Lewis Johnson - The rainy season is well underway here in sunny South Florida. Each day I can confidently predict that the weather will be hot and humid with a good chance of afternoon showers. I can even track by[…]

Villains of Investing

POSTED ON June 10th - POSTED IN Risk

By Lewis Johnson - John D. MacDonald has been one of my favorite authors for many years. A writer who got his start banging out crime copy in the pulps of the 1940s and 1950s, MacDonald is best known among his[…]

Successful Failure

POSTED ON June 3rd - POSTED IN Art of Valuation, Replacement Cost

By Lewis Johnson - There are many challenging aspects of investing. Perhaps in no other field does the oppressiveness of the unknown cast such a long shadow as over our efforts to safely shepherd capital through an[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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