By Lewis Johnson - CHIEF CONCLUSION Charlie Munger, Warren Buffett’s business partner at Berkshire Hathaway, argues that one of the world’s most powerful forces is that of incentives. I think he is right. Today I want[…]
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By Lewis Johnson - CHIEF CONCLUSION Clear economic incentives drive superior economic outcomes. To me, this means less government intervention and meddling. Meddling in the monetary system has been rebranded as the[…]
By Lewis Johnson - CHIEF CONCLUSION Successful investing doesn’t have to be complex. Sometimes the simplest insights can be the most powerful – if you have the conviction to follow them. We derive our conviction from[…]
By Lewis Johnson - CHIEF CONCLUSION Chief Conclusion: We believe that investors can best reach their goals through the ownership of a well-diversified portfolio, held patiently. This requires understanding the truism[…]
By Lewis Johnson - CHIEF CONCLUSION Our investment framework has gold as the leading indicator and driver of higher commodities. In today’s “Trends and Tail Risks” we outline why we believe that this is bullish for all[…]
