TRENDS & TAIL RISKS™

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

Real Money

POSTED ON October 31st - POSTED IN Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - CHIEF CONCLUSION In the last four years, there has been an $9.1 trillion increase in negative yielding debt.  The total now is $12.8 trillion.  What broader impacts has this driven in our markets –[…]

QE4: Pavlov's Dog

POSTED ON October 17th - POSTED IN quantitative easing

By Lewis Johnson - CHIEF CONCLUSION Monetary policy is changing again! Both the U.S. Federal Reserve and the European Central Bank have taken up quantitative easing (QE) again after abandoning it in 2018. What will[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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