TRENDS & TAIL RISKS™

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

Swimming Naked

By Lewis Johnson - Chief Conclusion A month ago, we explained George Soros’ “reflexivity” to help explain why we thought more weakness lay ahead for many emerging markets.  Since then Argentina’s currency has collapsed[…]

The Right Side of History

By Lewis Johnson - Chief Conclusion We think that at the heart of our growth lies a simple, old school focus:  helping families with their financial problems.

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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