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

Oil Investing, Rockefeller Style

POSTED ON October 19th - POSTED IN Cycles, Commodities

By Lewis Johnson - Chief Conclusion We continue to find value in the beaten-down oil industry. We believe that now is the time to make a targeted investment in the beleaguered oil service sector, where drilling[…]

The Potential Rise of Systematic Risk?

By Lewis Johnson - Chief Conclusion The 54% drop in the share price of Deutsche Bank (DB) in the last year raises questions about the health of our financial system. Shareholders at many other thinly capitalized[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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