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

Not Even Wrong

POSTED ON December 27th - POSTED IN Cycles, Indicators

By Lewis Johnson - CHIEF CONCLUSION The Fed is overtightening. It is advancing interest rates at a faster pace than that currently priced into the market. The stock market’s recent plunge, the worst December[…]

Skate Where the Puck's Going, Not Where It's Been

POSTED ON December 13th - POSTED IN Bonds, Cycles, Indicators

By Lewis Johnson - CHIEF CONCLUSION Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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