By Lewis Johnson - Chief Conclusion Our bearish outlook on the steel industry in mid-2014 helped us to avoid the huge declines in steel equities, some as high as 85%, that followed in the wake of the inventory cycle[…]
By Lewis Johnson - Chief Conclusion We continue to find value in the beaten-down oil industry. We believe that now is the time to make a targeted investment in the beleaguered oil service sector, where drilling[…]
