TRENDS & TAIL RISKS™

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

The Message of Gold

POSTED ON March 23rd - POSTED IN Credit, Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Simplicity should be a constant goal in investing.  Note the key word: goal.  Sadly it’s a daunting effort to reach a simple understanding of our increasingly complex financial world.  Often it takes[…]

Franco Nevada: The Art of Stock Selection in the Gold Sector

POSTED ON March 9th - POSTED IN Gold, Price of Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Gold is up 19% year to date against the backdrop of a volatile stock market.  In fact, gold just clocked its strongest February since 1975.  Is this the move we have been waiting for in gold?  We[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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