By Lewis Johnson - CHIEF CONCLUSION Successful investing doesn’t have to be complex. Sometimes the simplest insights can be the most powerful – if you have the conviction to follow them. We derive our conviction from[…]
POSTED ON
September 10th
- POSTED IN
Portfolio Construction for a Challenging World,
Commodities,
Commodity,
supply & demand
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[…]
POSTED ON
December 12th
- POSTED IN
Cycles,
supply & demand
By Lewis Johnson - CHIEF CONCLUSION Savvy cyclical investor Sam Zell is buying energy assets. Our own research team has been studying the energy sector with much interest as well. Many of the potential investments we[…]