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

The Message of the Yield Curve

By Lewis Johnson - Chief Conclusion Today the Dow Jones Industrial Average hit 20,000. Yet we now find ourselves deep into the fourth longest expansion in recent history. For good reason, investors are asking if this[…]

Activity Does Not Equal Progress: The Value of Patience and the Importance of Valuation

POSTED ON January 12th - POSTED IN Art of Valuation, Indicators, Thinking About the Future

By Lewis Johnson - Chief Conclusion The two most necessary preconditions for successful investing are 1.) insight and 2.) patience. One without the other will do you absolutely no good. Held patiently, a diversified[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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