By Lewis Johnson - CHIEF CONCLUSION Whoever said “its who you know that counts” was definitely speaking about the investment business. In a confusing world, drowning in data, how to make sense of it all and plot an[…]
By Lewis Johnson - CHIEF CONCLUSION Today we take a brief look back at the message of our trusted indicators, in particular the insight of the yield curve. Our goal is to thoughtfully inquire into three questions.[…]
By Lewis Johnson - CHIEF CONCLUSION Ask anyone who has invested serious time analyzing the commodity markets and you will quickly come to understand the power of supply, demand, and prices to work in harmony to create[…]
By Lewis Johnson - CHIEF CONCLUSION In today's “Trends and Tail Risks” we outline Joseph Schumpeter’s thesis of “creative destruction” and how it has inspired our research team to comb the markets for investments where[…]
By Lewis Johnson - CHIEF CONCLUSION We wanted to take a different tack in today’s “Trends and Tail Risks.” We are taking a step back from our typical investment focus and thinking about the big picture of what[…]
