TRENDS & TAIL RISKS™

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

Lewis Johnson

Lewis Johnson
Co-Chief Investment Officer at Capital Wealth Advisors and author of Trends & Tail Risks.
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Recent Posts

Next Season's Harvest

POSTED ON September 19th - POSTED IN yield curve, interest rates

By Lewis Johnson - CHIEF CONCLUSION The U.S. Federal Reserve met this week to consider its interest rate policies. The market seems to be increasingly pricing in that a too-slow Fed is falling further behind the curve,[…]

Driving by Looking at the Rear-View Mirror

POSTED ON September 5th - POSTED IN Risk, Thinking About the Future, yield curve

By Lewis Johnson - CHIEF CONCLUSION No thinking person who gets behind the wheel of a car would ever dream of navigating by looking in the rear-view mirror. Yet, it seems that is exactly how the U.S. Federal Reserve is[…]

Everybody Has a Plan 'Til They Get Punched in the Face

POSTED ON August 22nd - POSTED IN Bonds, Gold, Risk

By Lewis Johnson - CHIEF CONCLUSION Mike Tyson says that everybody has a plan until they get punched in the face. That’s when life gets real and many plans fail. Volatile markets just punched many investors in the[…]

Risk Is Not What They Tell You It Is

POSTED ON August 8th - POSTED IN Bonds, Risk

By Lewis Johnson - CHIEF CONCLUSION Sometimes the strength of the whole can be dependent upon what may seem an unimportant or even paradoxical piece.  Investing can be like that too.  In our opinion, the best[…]

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[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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