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

The Best Offense is a Good Defense

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

By Lewis Johnson - Chief Conclusion High industry concentration, strong capital discipline, and the likelihood of unanticipated growth from rising global conflict should continue to drive the long-term outperformance[…]

Icarus Falls: The Gold/Silver Ratio Breaks Down

POSTED ON July 14th - POSTED IN Gold, Thinking About the Future

By Lewis Johnson - Chief Conclusion Expect the ongoing bear market in confidence in central bankers and their minions to power a long and enduring bull market in gold. They are, in fact, one and the same thing. A[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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