By Lewis Johnson - CHIEF CONCLUSION Ask anyone who has invested serious time analyzing the commodity markets and you will quickly come to understand the power of supply, demand, and prices to work in harmony to create[…]
By Lewis Johnson - CHIEF CONCLUSION In today's “Trends and Tail Risks” we outline Joseph Schumpeter’s thesis of “creative destruction” and how it has inspired our research team to comb the markets for investments where[…]
By Lewis Johnson - CHIEF CONCLUSION We wanted to take a different tack in today’s “Trends and Tail Risks.” We are taking a step back from our typical investment focus and thinking about the big picture of what[…]
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 The Fed can’t print a vaccine for coronavirus COVID-19, but it can attempt to ease market distress by reversing the spike in real interest rates that took place when the Fed allowed[…]
