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

Liquidity Moves Markets

By Lewis Johnson - CHIEF CONCLUSION The Fed is at it again! Not content with its nearly successful attempt six months ago to break the financial world, the Fed is once again fiddling while interest rates burn. Today we[…]

Animal Spirits

POSTED ON June 13th - POSTED IN Portfolio Construction for a Challenging World

By Lewis Johnson - CHIEF CONCLUSION Are tariff announcements breaking the market’s “animal spirits” that are necessary for the health of a historically extended bull market in equities? We examine some important[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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