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

Planet of the Apes

POSTED ON May 30th - POSTED IN Populism, European Sovereign Debt

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[…]

Old Dog, New Tricks?

POSTED ON May 17th - POSTED IN Art of Valuation, Thinking About the Future

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[…]

RIP Coalmine Canary

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[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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