Trends & Tail Risks

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 […]

THE MESSAGE OF GOLD

By Lewis Johnson – President, Co-Founder & Partner  |  March 23, 2016 “It takes 15,000 casualties to train a major general.” – Ferdinand Foch “Revolutions are good times for soldiers of talent and courage.” – Napoleon “Thus it is that in war the victorious strategist only seeks battle after the victory has […]

FRANCO NEVADA: THE ART OF STOCK SELECTION IN THE GOLD SECTOR

By Lewis Johnson – President, Co-Founder & Partner  |  March 9, 2016 “Prepare for the unknown by studying how others in the past have coped with the unforeseeable and the unpredictable.” – Patton “Forewarned, forearmed; to be prepared is half the victory.” –  Miguel de Cervantes  “The secret of all victory lies […]

FED RATE HIKES ARE A MISTAKE

By Lewis Johnson – President, Co-Founder & Partner  |  February 24, 2016 “A machine for making revolutions is doing precisely the wrong thing at just the right time.” -Thomas Jefferson “But today we have involved ourselves in a colossal muddle, having blundered in the control of a delicate machine, the working of which […]

IF SOMETHING CANNOT GO ON FOREVER IT WILL STOP

By Lewis Johnson – President, Co-Founder & Partner  |  February 10, 2016 “Lead the ideas of your time and they will accompany and support you; fall behind them and they drag you along with them; oppose them and they will overwhelm you.” -Napoleon “Nothing in life is so exhilarating as to be shot at without […]

NAVIGATING ORWELLIAN MARKETS

By Lewis Johnson – President, Co-Founder & Partner  |  January 27, 2016 “…his heart went out to the lonely, derided heretic…sole guardian of truth and sanity in a world full of lies.” – George Orwell’s 1984 “You are the last man,” said O’Brien.  “You are the guardian of the human spirit.”  – George […]

CHINA DEFLATIONARY WILDCARD: LESSONS FROM THE PAST

By Lewis Johnson – President, Co-Founder & Partner  |  January 13, 2016 “Everything tends towards catastrophe and collapse.  I am interested, geared up and happy. Is it not horrible to be made like this?” – Winston Churchill in a letter to his wife during the build up to the First World War […]

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