By Lewis Johnson - Chief Conclusion Today the Dow Jones Industrial Average hit 20,000. Yet we now find ourselves deep into the fourth longest expansion in recent history. For good reason, investors are asking if this[…]
By Lewis Johnson - Chief Conclusion The two most necessary preconditions for successful investing are 1.) insight and 2.) patience. One without the other will do you absolutely no good. Held patiently, a diversified[…]
By Lewis Johnson - Chief Conclusion Do not underestimate the determination of the incoming Trump Administration to overturn the established norms of international trade. Don’t be surprised if, at the first opportunity,[…]
By Lewis Johnson - Chief Conclusion What does last week’s election mean for the markets? The election has been positive for the equity market but negative for bonds. Are bonds through? A veritable galaxy of investment[…]
By Lewis Johnson - Chief Conclusion We expect that the upcoming Presidential election in the U.S. may add further evidence supporting the growth of a powerful and global bull market in populism and its corollary,[…]