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

Noseless Statues

POSTED ON October 18th - POSTED IN

By Lewis Johnson - CHIEF CONCLUSION We think that a disciplined investment process is the investor’s most valuable tool in a cyclical, changing world.

Homer's Iliad

By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains. First, the importance of spending our time, our most[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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