By Lewis Johnson - What's a Wile E. Coyote moment? And what can gold-hitting all-time highs tell us about trends in global commodity markets?
By Lewis Johnson - CHIEF CONCLUSION Our research team believes it has identified a rare and powerful investment opportunity in real estate software to potentially profit from the multi-year real estate upcycle it[…]
By Lewis Johnson - CHIEF CONCLUSION It should come as no surprise to our long-term readers that, when equity valuations become extended in our view, our research team grows more cautious. Our team finds itself at such[…]
By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains. First, the importance of spending our time, our most[…]