By Lewis Johnson - CHIEF CONCLUSION Sometimes the strength of the whole can be dependent upon what may seem an unimportant or even paradoxical piece. Investing can be like that too. In our opinion, the best portfolios[…]
By Lewis Johnson - CHIEF CONCLUSION In my opinion, the single toughest challenge in investing is to creatively think about risk management. We seek to balance our goals for long-term growth with the risks we face on[…]
By Lewis Johnson - CHIEF CONCLUSION One of the biggest investment surprises in recent memory has taken place in two important markets over the past year or so: rallies in the price of gold and that of the U.S.[…]
By Lewis Johnson - CHIEF CONCLUSION The Fed is at it again! Not content with its nearly successful attempt six months ago to break the financial world, the Fed is once again fiddling while interest rates burn. Today we[…]
By Lewis Johnson - CHIEF CONCLUSION Are tariff announcements breaking the market’s “animal spirits” that are necessary for the health of a historically extended bull market in equities? We examine some important[…]
