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

Bond Weakness Is a Temporary Setback and Not the Cycle’s End

POSTED ON November 17th - POSTED IN Bonds, Cycles, Indicators

By Lewis Johnson - Chief Conclusion What does last week’s election mean for the markets? The election has been positive for the equity market but negative for bonds. Are bonds through? A veritable galaxy of investment[…]

A Bull Market in Populism and De-Globalization

By Lewis Johnson - Chief Conclusion We expect that the upcoming Presidential election in the U.S. may add further evidence supporting the growth of a powerful and global bull market in populism and its corollary,[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular