Trends & Tail Risks

OLD FRIENDS: KIRBY CORPORATION (KEX)

By Lewis Johnson – President, Co-Founder & Partner  |  August 10, 2016 “Finding an old friend is like finding a lost treasure.” -A. D. Williams “To talk of old times with old friends is the greatest thing in the world.”  -Will Rogers  “There’s no friends like the old friends.”  -James Joyce “Say […]

THE BEST OFFENSE IS A GOOD DEFENSE

By Lewis Johnson – President, Co-Founder & Partner  |  July 27, 2016 “When goods don’t cross borders, soldiers will.” ― Frederic Bastiat   “All change is not growth, as all movement is not forward.”  ― Ellen Glasgow [su_spoiler title=”more+”] “The military don’t start wars. Politicians start wars.”  ― William C. Westmoreland “Tis the time’s plague when […]

ICARUS FALLS: THE GOLD/SILVER RATIO BREAKS DOWN

By Lewis Johnson – President, Co-Founder & Partner  |  July 13, 2016 By LEWIS JOHNSON – Co-Chief Investment Officer | July 13, 2016 “The boy [Icarus] began to delight in his daring flight, and abandoning his guide, drawn by desire for the heavens, soared higher.  His nearness to the devouring sun softened the fragrant wax […]

PANIC EARLY: BEST THE RUSH!

By Lewis Johnson – President, Co-Founder & Partner  |  June 29, 2016 “Panic early: beat the rush!” ― Our investing motto “Nothing in life is more exhilarating than to be shot at without result.”  -Churchill “Now this is not the end.  It is not even the beginning of the end.  But it […]

BREXIT: ALL EYES ON EUROPEAN BANKS

By Lewis Johnson – President, Co-Founder & Partner  |  June 15, 2016 “If you go then I’ll be blue cause breaking up is hard to do.” ― Neil Sedaka “France and Great Britain shall no longer be two nations, but one Franco-British Union. The constitution of the Union will provide for joint organs […]

IS SPAIN THE NEXT GREECE?

By Lewis Johnson – President, Co-Founder & Partner  |  June 1, 2016 “The political problem of mankind is to combine three things: economic efficiency, social justice and individual liberty.” – John Maynard Keynes “Poverty is the parent of revolution and crime.”  – Aristotle’s Politics “Civilizations die from suicide, not by murder.”  – Arnold […]

THE END OF THE BLANCHE DUBOIS MARKET?

By Lewis Johnson – President, Co-Founder & Partner  |  May 18, 2016 “I don’t want realism.  I want magic!  Yes, yes, magic.  I try to give that to people.  I do misrepresent things.  I don’t tell truths.  I tell what ought to be the truth. ” – Blanche DuBois in Tennessee William’s […]

EXPLORING RAPID CHANGE IN OIL PRODUCTION & AIRLINE INDUSTRIES

By Lewis Johnson – President, Co-Founder & Partner  |  May 4, 2016 “But where I feel that people like us understood the situation better than so-called experts, is not in any power to foretell specific events, but in the power to grasp what kind of world we are living in.” – George […]

REMEMBER YOUR MICRO TO AVOID INVESTING MISTAKES

By Lewis Johnson – President, Co-Founder & Partner  |  April 20, 2016 “The difference between successful people and very successful people is that very successful people say no to almost everything.” – Warren Buffett “People learn as they teach.” – Seneca “Never think that lack of variability is stability. Don’t confuse lack […]

INVESTING IS NOT A GAME

By Lewis Johnson – President, Co-Founder & Partner  |  April 6, 2016 “No, you can’t always get what you want You can’t always get what you want You can’t always get what you want But if you try sometime you find You get what you need.” – The Rolling Stones “On the […]

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