By Lewis Johnson - Chief Conclusion Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction. In life as in the financial markets, we believe it’s better to beat the rush and[…]
By Lewis Johnson - Chief Conclusion One needs to look no further than the track record of the greatest investor of our time, Warren Buffet, to understand that even the most successful long-term investment strategy will[…]
By Lewis Johnson - Chief Conclusion The discipline of discomfort demands that investors who seek to outperform must make hard choices, choices that don’t come naturally. This often means cultivating controversy in your[…]
By Lewis Johnson - Chief Conclusion According to Financial Advisor magazine, our firm is the second fastest growing investment advisor in the country! [1] We owe an unpayable debt of gratitude to our clients and to our[…]
By Lewis Johnson - Chief Conclusion Key leading indicators in the commodity markets support our expectation for a mid 2017 peak in the inventory cycle. Steel offers the best insight into this cycle and the slowdown[…]
