By Lewis Johnson - China has devalued its currency by almost 4% in two days. What does it mean for China and global asset markets? This week’s “Trends and Tail Risks” takes a walk down memory lane back to the Asian[…]
By Lewis Johnson - As an investor the most important decision I make every day is what to ignore. After all, it’s a big wide world with literally tens of thousands of financial securities in it: stocks, bonds and other[…]
By Lewis Johnson - We live in a complex financial world. How to make sense of it? I have adopted the practice of studying indicators to help me quantify important financial relationships and to ask better questions.[…]
By Lewis Johnson - Every day it seems I am reminded that there are so many things that investors must understand if they hope to navigate the markets safely and profitably. One thing is clear: an investor can never[…]
By Lewis Johnson - It seems as if I have been writing about Greece forever! But events there do continue to demand attention. Make no mistake: Greece is on the front lines of global over-indebtedness which is why it’s[…]
