By Lewis Johnson - CHIEF CONCLUSION The inflation versus deflation debate is one of the most important of our time to the financial markets. It impacts interest rates, which are the key to valuing all financial assets.[…]
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 In complex times, it’s important to focus. From where I sit, it seems that there are two big things going on in global markets right now. The first is a cyclical downturn of[…]
By Lewis Johnson - CHIEF CONCLUSION Last week the equity market suffered the fastest drop ever from an all-time high. We believe that the violence of this collapse makes a strong case for professional risk management[…]
By Lewis Johnson - CHIEF CONCLUSION Mike Tyson says that everybody has a plan until they get punched in the face. That’s when life gets real and many plans fail. Volatile markets just punched many investors in the[…]
