A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

4 Investment Lessons from Losing a Hundred Pounds

POSTED ON January 23rd - POSTED IN

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[…]

Identifying a Classic Gone With the Wind

POSTED ON January 9th - POSTED IN Thinking About the Future

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[…]

Sam Zell Invests in Energy. Should you?

POSTED ON December 12th - POSTED IN Cycles, supply & demand

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[…]

Learning the Wrong Lesson

POSTED ON November 27th - POSTED IN quantitative easing

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[…]

Real Money

POSTED ON October 31st - POSTED IN Gold, Relative Value of Gold (and Credit)

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 –[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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