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

Navigating Orwellian Markets

POSTED ON January 27th - POSTED IN Portfolio Construction for a Challenging World

By Lewis Johnson - Successful investing is driven by profitable disagreement with the market. Investors must have the conviction of sound reasoning behind their disagreements. Put another way, the biggest profits are[…]

China Deflationary Wildcard: Lessons from the Past

POSTED ON January 13th - POSTED IN Credit

By Lewis Johnson - Applying the Lessons of the Past to Today’s Market Turmoil Markets have been very volatile lately with the drumbeat of troubling events increasing in both pace and strength. It’s a reasonable time[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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