By Lewis Johnson - Chief Conclusion Clients are an investment firm’s most important assets. Our goal is to treat clients like the critical partners they are in the investment process. Working together with them, is our[…]
By Lewis Johnson - Chief Conclusion Investors underweighting the highest quality and longest duration bonds are ignoring the tail risks of deflationary shocks from China and Europe. Such positioning may disappoint[…]
By Lewis Johnson - Chief Conclusion Robotics and automation technology improvements are reaching a critical mass. These technological advances along with bias from government policies that favor capital over labor have[…]
By Lewis Johnson - Chief Conclusion Populism’s explosive growth is likely sowing the seeds for dramatic change in the markets. Every day we see evidence of this in the news and in the markets. My own belief and concern[…]
By Lewis Johnson - Chief Conclusion The two most necessary preconditions for successful investing are 1.) insight and 2.) patience. One without the other will do you absolutely no good. Held patiently, a diversified[…]
