TRENDS & TAIL RISKS™

A bi-weekly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Homer's Iliad

By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains.  First, the importance of spending our time, our most[…]

Swimming Naked

By Lewis Johnson - Chief Conclusion A month ago, we explained George Soros’ “reflexivity” to help explain why we thought more weakness lay ahead for many emerging markets.  Since then Argentina’s currency has collapsed[…]

The Right Side of History

By Lewis Johnson - Chief Conclusion We think that at the heart of our growth lies a simple, old school focus:  helping families with their financial problems.

Reflexivity

POSTED ON August 23rd - POSTED IN masters of investing

By Lewis Johnson - Chief Conclusion I believe investors can better understand the events underway in emerging markets if they study George Soros’ principle of “reflexivity.”  I believe that this rare but powerful force[…]

Warren Buffett On Investing

POSTED ON August 9th - POSTED IN masters of investing

By Lewis Johnson - Chief Conclusion Warren Buffett shows his mastery of investing through his simple description of it.  Simpler is often better in investing.  Never let anyone tell you differently. This is the second[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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