TRENDS & TAIL RISKS™

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

Interplay of Cycles: Inventory Restocking vs. Long-Term Debt Cycle

POSTED ON November 18th - POSTED IN Cycles

By Lewis Johnson -  The economy is composed of many different cycles, each operating with varying degrees of influence at any given point in time.  This may sound confusing but it’s really no more complex than our[…]

Interest Rates: The Market Leads and the Fed Follows

POSTED ON November 4th - POSTED IN Credit

By Lewis Johnson - The Wizard of Oz is one of the most popular and famous movies of all time.  Almost 80 years ago, its quotes and idioms entered the lexicon of the English language and cinematic history.  Its high[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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