By Lewis Johnson - CHIEF CONCLUSION There are two reasons why you should care about the ongoing meltdown of China’s overindebted property developers. The first is that, in my opinion, these debt-driven companies are at[…]
By Lewis Johnson - CHIEF CONCLUSION Investments that could be considered “safe” have changed over time. One key driver of this change is how our financial authorities, in particular the world’s central bankers, have[…]
By Lewis Johnson - CHIEF CONCLUSION Today we take a brief look back at the message of our trusted indicators, in particular the insight of the yield curve. Our goal is to thoughtfully inquire into three questions.[…]
By Lewis Johnson - CHIEF CONCLUSION The U.S. Federal Reserve met this week to consider its interest rate policies. The market seems to be increasingly pricing in that a too-slow Fed is falling further behind the curve,[…]
By Lewis Johnson - CHIEF CONCLUSION No thinking person who gets behind the wheel of a car would ever dream of navigating by looking in the rear-view mirror. Yet, it seems that is exactly how the U.S. Federal Reserve is[…]
