Trends & Tail Risks

THE POTENTIAL RISE OF SYSTEMATIC RISK?

By LEWIS JOHNSON – Co-Chief Investment Officer | October 5, 2016 “They sicken of the calm that know the storm.” -Dorothy Parker “Hell is truth seen too late.”  -Hobbes “The art of being wise is the art of knowing what to overlook.”   -William James “In the short run the market is a voting […]

WORLD BEATING PERFORMANCE IN SILVER

By Lewis Johnson – President, Co-Founder & Partner  |  September 21, 2016 “Wisdom begins with wonder.” – Socrates “I have no special talents. I am only passionately curious.” – Albert Einstein “What we call chaos is just patterns we haven’t recognized.” – Chuck Palahniuk “We should be careful to get out of […]

SUCCESS BEGINS WITH DEFENSE: IS THIS THE BOTTOM OF THE AGRICULTURE CYCLE?

By Lewis Johnson – President, Co-Founder & Partner  |  September 7, 2016 .“Panics do not destroy capital, they merely reveal the extent to which it has been previously destroyed by its betrayal into hopelessly unproductive works.” – John Stuart Mill “It’s [German Kursk battle plan] principal weakness was that it was so obvious.”  […]

THE HIGHEST QUALITY GROWTH COMPANIES ARE AAA BONDS THAT GROW

By Lewis Johnson – President, Co-Founder & Partner  |  August 24, 2016 “Cleverness is not wisdom.” – Euripedes “A man on a thousand mile walk has to forget his goal and say to himself every morning, ‘Today I’m going to cover twenty-five miles and then rest up and sleep.” – Leo Tolstoy, […]

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 […]

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