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[…]
By Lewis Johnson - CHIEF CONCLUSION Our research team believes it has identified a rare and powerful investment opportunity in real estate software to potentially profit from the multi-year real estate upcycle it[…]
