FGI News

February 22, 2018

The Humiliation Machine: Take the Risks That You Get Paid to Take

By LEWIS JOHNSON – Co-Chief Investment Officer | February 21, 2018 “Why do I rob banks?  Because that’s where the money is.” -Apocryphal quote attributed to Willie Sutton the bank robber “The intelligent investor is a realist who sells to optimists and […]

February 8, 2018

Volatility Makes a Comeback

By LEWIS JOHNSON – Co-Chief Investment Officer | February 8, 2018 “There are decades when nothing happens; and there are weeks where decades happen.” -Lenin “A Black Swan…is an event…that is both unpredicted by some observer and carries massive consequences.”  -Nassim Nicholas […]

January 25, 2018

Feed the Ducks While They Are Quacking: Time to Reduce Lower Quality Bond Positions

By LEWIS JOHNSON – Co-Chief Investment Officer | January 25, 2018 “I will tell you how to become rich…be fearful when others are greedy.  Be greedy when others are fearful.” -Warren Buffett “It is remarkable how much long-term advantage people like us have […]

January 12, 2018

The Most Powerful Research Tool is a Great Network

By LEWIS JOHNSON – Co-Chief Investment Officer | January 10, 2018 “Guessing a thing ain’t knowing a thing.” -Patrick Ness “Lots of people talk and few of them know…”  -Led Zeppelin’s Dazed and Confused “It’s not what you know; it’s who you know.” […]

January 5, 2018

Clients Deserve More Than “Conventional Failure”

By LEWIS JOHNSON – Co-Chief Investment Officer | December 27, 2017 “Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.” -John Maynard Keynes “It is not the critic who counts; not the man who points […]

December 18, 2017

Potash Corp: A Study in Patience

By LEWIS JOHNSON – Co-Chief Investment Officer | December 13, 2017 “But many who are first will be last, and the last, first.” -Mark 10:31 “The intelligent investor is a realist who sells to optimists and buys from pessimists.”  -Benjamin Graham’s “The […]

November 30, 2017

How I Learned to Stop Worrying and Love the Bond

By LEWIS JOHNSON – Co-Chief Investment Officer | November 29, 2017 “Truth is stranger than fiction, but it is because fiction is obliged to stick to possibilities; Truth isn’t.” -Mark Twain “Life imitates art far more than art imitates life.”  -Oscar Wilde […]

November 16, 2017

Research Trip to Ireland Suggests Europe’s Financial Problems Are Not Over

By LEWIS JOHNSON – Co-Chief Investment Officer | November 15, 2017 “You don’t really understand something unless you can explain it to your grandmother.” -Albert Einstein “What’s in a name?”  -Juliet from Shakespeare’s “Romeo and Juliet” “My name is growing all the […]

November 6, 2017

Don’t be a Turkey!

By LEWIS JOHNSON – Co-Chief Investment Officer | November 1, 2017 “One of the worst things that can happen in life is to win a bet on a horse at an early age.” -Danny McGoorty “The safest way to double your money […]

October 19, 2017

Searching for Junonias: The Art of Rejection

By LEWIS JOHNSON – Co-Chief Investment Officer | October 18, 2017 “All truly great thoughts are conceived while walking.” -Nietzsche “October: This is one of the peculiarly dangerous months to speculate in stocks.  The others are July, January, September, April, November, May, […]

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