By Lewis Johnson - Chief Conclusion Evidence continues to accumulate globally that the secular bull market in bonds is alive and well. We discuss the most recent data that includes Europe’s first negative yielding[…]
By Lewis Johnson - Chief Conclusion Our recent research trip to Ireland’s “Kilkenomics” Conference strengthens our belief that the recent lull in Europe’s ongoing sovereign debt crisis will prove temporary. Countries[…]
By Lewis Johnson - Chief Conclusion Portfolios fail when discipline fails. I believe the best discipline is to create a detailed financial plan and use its goals and constraints as the guidelines to construct a[…]
