By Lewis Johnson - Chief Conclusion The implosion of the Italian sovereign bond market, the world’s 3rd largest bond market, surprised the world May 29, 2018 with unexpected ferocity. However, long term readers of[…]
By Lewis Johnson - Chief Conclusion The world’s best investors are constantly learning, constantly trying to expand their circle of competence to make better decisions. Today I explain a recent revelation I had when I[…]
By Lewis Johnson - Chief Conclusion We believe that our prudent investors benefit from thoughtful research. Why? Because when markets become threatening a deep analytical toolbox gives investors more tools to manage[…]
