TRENDS & TAIL RISKS™

A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Field of Dreams

POSTED ON February 4th - POSTED IN Gold, Price of Gold, Commodities, Commodity, corn

By Lewis Johnson - CHIEF CONCLUSION Our investment framework has gold as the leading indicator and driver of higher commodities. In today’s “Trends and Tail Risks” we outline why we believe that this is bullish for all[…]

Real Estate Software Eats the World?

POSTED ON December 10th - POSTED IN technology, real estate, software

By Lewis Johnson - CHIEF CONCLUSION Our research team believes it has identified a rare and powerful investment opportunity in real estate software to potentially profit from the multi-year real estate upcycle it[…]

The Next Big Thing?

POSTED ON November 12th - POSTED IN Commodities, Commodity, Thinking About the Future

By Lewis Johnson - CHIEF CONCLUSION Whoever said “its who you know that counts” was definitely speaking about the investment business. In a confusing world, drowning in data, how to make sense of it all and plot an[…]

Where We Are in the Cycle: Revisiting Asset Allocation & Indicators

POSTED ON October 15th - POSTED IN yield curve, yields

By Lewis Johnson - CHIEF CONCLUSION Today we take a brief look back at the message of our trusted indicators, in particular the insight of the yield curve. Our goal is to thoughtfully inquire into three questions.[…]

Good Intentions

By Lewis Johnson - CHIEF CONCLUSION Ask anyone who has invested serious time analyzing the commodity markets and you will quickly come to understand the power of supply, demand, and prices to work in harmony to create[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular