By Lewis Johnson - What's a Wile E. Coyote moment? And what can gold-hitting all-time highs tell us about trends in global commodity markets?
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 Our investment framework has gold as the leading indicator and driver of higher commodities. In today’s “Trends and Tail Risks” we outline why we believe that this is bullish for all[…]
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 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 –[…]