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

Heroic Investment Performance

By Lewis Johnson - “As you get older it is harder to have heroes, but it is sort of necessary.”

The Value of Patience

By Lewis Johnson - “Genius is eternal patience.”

Balancing Insight with Timing

By Lewis Johnson - “Science advances one funeral at a time.”

Ghosts of Invergordon?

POSTED ON June 4th - POSTED IN Thinking About the Future

By Lewis Johnson - Mark Twain once said, "History does not repeat itself but it does rhyme." This week we examine a precedent from 1931 for clues to the political debate underway now in Europe. We consider whether[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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