A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Field of Dreams

POSTED ON February 4th - POSTED IN Gold, Price of Gold, Commodities, Commodity, corn

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[…]

Risk Management in an Uncertain World: Asset Allocation 1 - Timing Fairy 0

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[…]

Swimming Naked

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[…]

Ask Better Questions to Make More Money

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[…]

Franco Nevada: The Art of Stock Selection in the Gold Sector

POSTED ON March 9th - POSTED IN Gold, Price of Gold, Relative Value of Gold (and Credit)

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[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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