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

World Beating Performance in Silver

By Lewis Johnson - Chief Conclusion Notable outperformance by silver equities suggests we are just at the beginning of a new and extended precious metals upcycle. Overindebtedness is driving this bull market..

Success Begins with Defense: Is This the Bottom of the Agriculture Cycle?

By Lewis Johnson - Chief Conclusion Successful investing begins with the purchase of assets with limited downside, exceptional upside, and multiple ways to win. The 50% crash in agricultural commodity prices helps[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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