TRENDS & TAIL RISKS™

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

The End of the Blanche DuBois Market?

POSTED ON May 18th - POSTED IN Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Chief conclusion We believe that gold is entering a new bull market.  If so, the opportunities for outperformance could be the greatest we have encountered in perhaps fifteen years.

Exploring Rapid Change in Oil Production & Airline Industries

POSTED ON May 4th - POSTED IN Cycles, Thinking About the Future

By Lewis Johnson - Chief conclusion Give each investment a fair and open-minded hearing, because the world is constantly changing.

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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