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 Last week the equity market suffered the fastest drop ever from an all-time high. We believe that the violence of this collapse makes a strong case for professional risk management[…]
By Lewis Johnson - Chief Conclusion A month ago, we explained George Soros’ “reflexivity” to help explain why we thought more weakness lay ahead for many emerging markets. Since then Argentina’s currency has collapsed[…]
By Lewis Johnson - Chief Conclusion Asking better questions is the fastest way to make more money in the markets. In today’s “Trends and Tail Risks,” I will take a step back and explain the backstory of how asking[…]
By Lewis Johnson - Gold is up 19% year to date against the backdrop of a volatile stock market. In fact, gold just clocked its strongest February since 1975. Is this the move we have been waiting for in gold? We[…]
