By Lewis Johnson - CHIEF CONCLUSION The other day I passed a big milestone, I lost a hundred pounds from my peak weight. I thought I would take a minute and write about it, because like so many other things in life, I[…]
By Lewis Johnson - CHIEF CONCLUSION Recognizing a classic investment may be one of the most difficult – and rewarding - challenges in the world of investing. In our opinion, to successfully do so, first you must[…]
By Lewis Johnson - CHIEF CONCLUSION Savvy cyclical investor Sam Zell is buying energy assets. Our own research team has been studying the energy sector with much interest as well. Many of the potential investments we[…]
By Lewis Johnson - CHIEF CONCLUSION Some observers have learned the wrong lesson from the “non-inflationary” impact of central banks’ trillions of dollars in quantitative easing (QE). In particular, proponents of[…]
By Lewis Johnson - CHIEF CONCLUSION In the last four years, there has been an $9.1 trillion increase in negative yielding debt. The total now is $12.8 trillion. What broader impacts has this driven in our markets –[…]
