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

Swimming Naked

By Lewis Johnson - Chief Conclusion A month ago, we explained George Soros’ “reflexivity” to help explain why we thought more weakness lay ahead for many emerging markets. Since then Argentina’s currency has collapsed[…]

The Right Side of History

By Lewis Johnson - Chief Conclusion We think that at the heart of our growth lies a simple, old school focus: helping families with their financial problems.

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular