TRENDS & TAIL RISKS™

A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Fed Rate Hikes are a Mistake

POSTED ON February 24th - POSTED IN Credit

By Lewis Johnson - The Fed made a mistake in raising interest rates. The consequences of this mistake could be far-reaching. Frequent readers know that I strive to follow the advice of Bismarck and study history to[…]

If Something Cannot go on Forever It Will Stop

POSTED ON February 10th - POSTED IN Thinking About the Future

By Lewis Johnson - The scope of damage that has taken place in the markets over such a brief period of time has been substantial. We have been planning for this event for many months. Especially troublesome for those[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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