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

Hurricane Irma and the Limits of Prediction

By Lewis Johnson - Chief Conclusion Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and[…]

Rising Steel Prices: Arbitrage at Work in the Steel Markets

POSTED ON September 6th - POSTED IN Commodities

By Lewis Johnson - Chief Conclusion We believe that in the coming months we may see rising steel prices in the U.S. The power of arbitrage, one of the strongest forces in the markets, is now set up to make this happen.[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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