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

The Humiliation Machine: Take the Risks That You Get Paid to Take

By Lewis Johnson - Chief Conclusion The market is a humiliation machine. When you are being the most rational, the market makes you look the most stupid. This is not a bug, it’s a feature. Why? Because the rational[…]

Volatility Makes a Comeback

By Lewis Johnson - Chief Conclusion The most pressing problem that we attempt to solve for our clients is how to grow their hard-won savings thoughtfully. Money only grows when it takes risk – but what risks to take?[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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