By Lewis Johnson - CHIEF CONCLUSION Successful investing doesn’t have to be complex. Sometimes the simplest insights can be the most powerful – if you have the conviction to follow them. We derive our conviction from[…]
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 The Fed is overtightening. It is advancing interest rates at a faster pace than that currently priced into the market. The stock market’s recent plunge, the worst December[…]
By Lewis Johnson - CHIEF CONCLUSION Markets are rightly focused on the future, on where the puck is going, not on where the puck has been. We try to direct our portfolios to where the puck is going through our[…]
By Lewis Johnson - CHIEF CONCLUSION Coach Nick Saban’s success at the University of Alabama shows that disciplined processes win championships. In our opinion, investing is no different. Investment returns are[…]
