TRENDS & TAIL RISKS™

A bi-weekly 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
Co-Chief Investment Officer

Author of Trends & Tail Risks

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