TRENDS & TAIL RISKS™

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

Bond Weakness Is a Temporary Setback and Not the Cycle’s End

POSTED ON November 17th - POSTED IN Bonds, Cycles, Indicators

By Lewis Johnson - Chief Conclusion What does last week’s election mean for the markets?  The election has been positive for the equity market but negative for bonds.  Are bonds through?  A veritable galaxy of[…]

A Bull Market in Populism and De-Globalization

By Lewis Johnson - Chief Conclusion We expect that the upcoming Presidential election in the U.S. may add further evidence supporting the growth of a powerful and global bull market in populism and its corollary,[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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