Trends & Tail Risks

GREECE: WAR OF CREDITORS VS. DEBTORS

By Lewis Johnson – President, Co-Founder & Partner  |  July 15, 2015 “Greece has been devastated and humiliated. Europe has showed itself Pharisaical, incapable of leadership and solidarity.”  -Romano Prodi, former Italian prime minister “Haste and anger are… the two greatest obstacles to wise counsel.” -Diodotus “…. strong do what they can and […]

CONTAGION: FOG OF WAR?

By Lewis Johnson – President, Co-Founder & Partner  |  July 8, 2015 “Europe has not shown much wisdom over the last century.  It launched two world wars and had to be saved by the Americans…Now with the creation of monetary union it has acted with such foolishness, and created such a disaster, that […]

CONTAGION REVISITED

By Lewis Johnson – President, Co-Founder & Partner  |  July 1, 2015 “When a government is dependent upon bankers for money, they and not the leaders of the government control the situation, since the hand that gives is above the hand that takes. Money has no motherland; financiers are without patriotism and without […]

GREAT EXPECTATIONS

By Lewis Johnson – President, Co-Founder & Partner  |  JUNE 24, 2015 “I have great expectations for the future, because the past was highly overrated.”  -Sylvester Stallone “How do you make a small fortune in mining?  Start with a large fortune.”  -Mining Investment Wisdom “A mine is a hole in the ground owned […]

DEMYSTIFYING THE BUSINESS CYCLE

By Lewis Johnson – President, Co-Founder & Partner  |  JUNE 17, 2015 “When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance. We’re still dancing,”  -Chuck Prince (CEO of Citigroup), July 10, 2007 “In my opinion, […]

VILLAINS OF INVESTING

By Lewis Johnson – President, Co-Founder & Partner  |  JUNE 10, 2015 “Nothing hurts worse than the loss of money.” -Livy “Wealth lost, something lost; honor lost, much lost; courage lost, all lost.”  -Goethe “How pitiable it is to lose what few possess!” -Pubilius Syrus “So just this little thing is what I […]

SUCCESSFUL FAILURE

By Lewis Johnson – President, Co-Founder & Partner  |  JUNE 3, 2015 “A man must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them.” -John C. Maxwell “Success is stumbling from failure to failure with no loss of enthusiasm.”  -Winston Churchill “The greatest […]

EYES ON THE PRIZE

By LEWIS JOHNSON – President, Co-Founder & Partner | May 20, 2015 “Genius is an infinite capacity for taking pains.”  -Napoleon “Success is not final, failure is not fatal: it is the courage to continue that counts.”  – Winston Churchill “Many of life’s failures are people who did not realize how close they were […]

CONTAGION?

By LEWIS JOHNSON – President, Co-Founder & Partner | May 13, 2015 “The charm of history and its enigmatic lesson consist in the fact that, from age to age, nothing changes and yet everything is completely different.”  – Aldous Huxley “The very nature of finance is that it cannot be profitable unless it is […]

THE ART OF CONTRARY THINKING

By LEWIS JOHNSON – President, Co-Founder & Partner | May 6, 2015 “Prophesy is a good line of business, but it is full of risks.”  -Mark Twain “The only thing we know about the future is that it is going to be different.”  -Peter Drucker “Prediction is very difficult, especially if it’s about the […]

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