TRENDS & TAIL RISKS™

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

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,[…]

Liquidity Moves Markets

By Lewis Johnson - CHIEF CONCLUSION The Fed is at it again! Not content with its nearly successful attempt six months ago to break the financial world, the Fed is once again fiddling while interest rates burn. Today we[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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