Trends & Tail Risks

MEMORY LANE: CHINESE CURRENCY DEVALUATION

By Lewis Johnson – President, Co-Founder & Partner  |  August 12, 2015 “China is a sleeping giant. Let her sleep, for when she wakes she will move the world.”  -Napoleon “History doesn’t repeat but it does rhyme.”  -Mark Twain “The era of procrastination, of half-measures, of soothing and baffling expedients, of delays, is coming to […]

WHETHER TO INVEST WITH THE WEATHER

By Lewis Johnson – President, Co-Founder & Partner  |  August 5, 2015 “One of the most important things is learning what to ignore.”  – Unknown “Be yourself: everyone else is already taken.” -Oscar Wilde “If you buy it right it’s half sold!” -Long-Accepted Wisdom of Retail Buying Agents “The sovereign ability consists in […]

UNDERSTANDING LIFE FORWARDS

By Lewis Johnson – President, Co-Founder & Partner  |  July 29, 2015 “Life can only be understood backwards; but it must be lived forwards.”  – Soren Kierkegaard “The White Sea folk say of the tide, the water reconsiders, meaning the moment just before it begins to fall.”  – Aleksandr Solzhenitsyn “There’s a time […]

SIDNEY HOMER: FATHER OF MODERN BOND RESEARCH

By Lewis Johnson – President, Co-Founder & Partner  |  July 22, 2015 “An investment in knowledge pays the best interest.”  -Benjamin Franklin “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400 baseball hitter. But now I would like […]

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 […]

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