TRENDS & TAIL RISKS™

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

Valuation is Destiny

POSTED ON May 16th - POSTED IN Gold, Commodities, Commodity, technology, Podcast

By Lewis Johnson - What's a Wile E. Coyote moment? And what can gold-hitting all-time highs tell us about trends in global commodity markets?

Che Guevara, Central Banker

POSTED ON May 13th - POSTED IN Commodities, Commodity, Central Banking

By Lewis Johnson - CHIEF CONCLUSION Clear economic incentives drive superior economic outcomes. To me, this means less government intervention and meddling. Meddling in the monetary system has been rebranded as the[…]

The Simple Power of a Causal Framework

POSTED ON April 8th - POSTED IN Gold, Cycles, Commodities, Commodity, supply & demand, Steel

By Lewis Johnson - CHIEF CONCLUSION Successful investing doesn’t have to be complex. Sometimes the simplest insights can be the most powerful – if you have the conviction to follow them. We derive our conviction from[…]

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[…]

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[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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