By Lewis Johnson - Chief Conclusion We believe that in the coming months we may see rising steel prices in the U.S. The power of arbitrage, one of the strongest forces in the markets, is now set up to make this happen.[…]
By Lewis Johnson - Chief Conclusion Even in the most expensive and challenging markets, disciplined value investors can find thoughtful investments with limited risk. One of the many lessons we learned from legendary[…]
By Lewis Johnson - Chief Conclusion One needs to look no further than the track record of the greatest investor of our time, Warren Buffet, to understand that even the most successful long-term investment strategy will[…]
By Lewis Johnson - Chief Conclusion The discipline of discomfort demands that investors who seek to outperform must make hard choices, choices that don’t come naturally. This often means cultivating controversy in your[…]
By Lewis Johnson - Chief Conclusion According to Financial Advisor magazine, our firm is the second fastest growing investment advisor in the country! [1] We owe an unpayable debt of gratitude to our clients and to our[…]
