TRENDS & TAIL RISKS™

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

Why Credit Matters

POSTED ON April 22nd - POSTED IN Credit, Indicators

By Lewis Johnson - I have always been a very curious person. I can’t help but research and study some of the most paradoxical issues in the market. My goal is always a deeper understanding of how the financial world[…]

"Seeing the Ball" Clearly: The Value of a Cogent and Controversial Narrative

By Lewis Johnson - Baseball is back! With the return of April and the rainy season here in south Florida, baseball has returned. As thoughts turn to baseball, I am reminded of the epic 1991 season for the Atlanta[…]

Pay Attention to What "Shouldn't" be Happening

POSTED ON April 1st - POSTED IN Credit, Thinking About the Future

By Lewis Johnson - I have learned a number of important lessons in my investing career. One of the most important lessons was to pay close attention to events in the market that did not seem to make sense. Oftentimes[…]

Unexpected Change

By Lewis Johnson - The game of poker shares many similarities with investing. They are both odds driven endeavors where it pays to be logical. The margin of victory is often slim! If you play the game of poker long[…]

Blockbuster Results

POSTED ON March 18th - POSTED IN Art of Valuation, Triangulation, Bottom Up Analysis

By Lewis Johnson - I love movies. My favorite movies combine great actors, a riveting story line, stunning imagery and a moving musical score to create a memorable experience. Ultimately there must be one individual[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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