TRENDS & TAIL RISKS™

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

The Real March Madness

By Lewis Johnson - CHIEF CONCLUSION The Fed can’t print a vaccine for coronavirus COVID-19, but it can attempt to ease market distress by reversing the spike in real interest rates that took place when the Fed allowed[…]

Risk Management in an Uncertain World: Asset Allocation 1 - Timing Fairy 0

By Lewis Johnson - CHIEF CONCLUSION Last week the equity market suffered the fastest drop ever from an all-time high.  We believe that the violence of this collapse makes a strong case for professional risk management[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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