By Lewis Johnson - What's a Wile E. Coyote moment? And what can gold-hitting all-time highs tell us about trends in global commodity markets?
By Lewis Johnson - CHIEF CONCLUSION There are two reasons why you should care about the ongoing meltdown of China’s overindebted property developers. The first is that, in my opinion, these debt-driven companies are at[…]
By Lewis Johnson - CHIEF CONCLUSION Investments that could be considered “safe” have changed over time. One key driver of this change is how our financial authorities, in particular the world’s central bankers, have[…]
By Lewis Johnson - CHIEF CONCLUSION California’s well-intentioned “clean energy” policies are only just starting to bear the first of the bitter fruits of unanticipated consequences we expect for the state’s[…]
By Lewis Johnson - CHIEF CONCLUSION The inflation versus deflation debate is one of the most important of our time to the financial markets. It impacts interest rates, which are the key to valuing all financial assets.[…]