TRENDS & TAIL RISKS™

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

Get Long the Hurricane

By Lewis Johnson - CHIEF CONCLUSION In my opinion, the single toughest challenge in investing is to creatively think about risk management. We seek to balance our goals for long-term growth with the risks we face on[…]

Swing and a Miss

POSTED ON July 11th - POSTED IN Bonds, Bond Market, Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - CHIEF CONCLUSION One of the biggest investment surprises in recent memory has taken place in two important markets over the past year or so: rallies in the price of gold and that of the U.S.[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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