TRENDS & TAIL RISKS™

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

Dipping a Toe into the Emerging Market Waters

POSTED ON February 21st - POSTED IN Art of Valuation, emerging markets

By Lewis Johnson - CHIEF CONCLUSION Since 2012, investors owning the S&P 500 have seen their money grow eight times faster than the return of the MSCI Emerging Market Index.  Investors unfortunate enough to lug around[…]

Wealth Re-Distribution

By Lewis Johnson - CHIEF CONCLUSION We agree with Jude Wanniski that the single biggest determinant of our collective economy’s success in the future may come down to how the electorate decides to treat wealth and[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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