By Lewis Johnson - Chief Conclusion As next year progresses, investors may find the markets tossed by the confused seas of conflicting cycles: the upcycle of the 40 month inventory cycle and the looming downcycle of[…]
By Lewis Johnson - Chief Conclusion The 54% drop in the share price of Deutsche Bank (DB) in the last year raises questions about the health of our financial system. Shareholders at many other thinly capitalized[…]
By Lewis Johnson - Chief Conclusion Notable outperformance by silver equities suggests we are just at the beginning of a new and extended precious metals upcycle. Overindebtedness is driving this bull market..
By Lewis Johnson - It seems as if I have been writing about Greece forever! But events there do continue to demand attention. Make no mistake: Greece is on the front lines of global over-indebtedness which is why it’s[…]
By Lewis Johnson - Writing these weekly research pieces is often a revealing journey for me. I start by surveying the world for the most noteworthy events about which I am concerned. As I winnow and sift my thinking, I[…]
