TRENDS & TAIL RISKS™

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

Homer's Iliad

By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains.  First, the importance of spending our time, our most[…]

The Right Side of History

By Lewis Johnson - Chief Conclusion We think that at the heart of our growth lies a simple, old school focus:  helping families with their financial problems.

Jack Laporte's Biggest Investment Mistake

By Lewis Johnson - Chief Conclusion Once you identify a great investment idea, the most important thing you can do is to remain patient. Learning from the Best - Jack Laporte. A Great Investor and Wonderful Person The[…]

Avoid the Monkey Trap

By Lewis Johnson - Chief Conclusion Today’s “Trends and Tail Risks” is about what happens to leadership stocks when confidence flees, and bull markets turn into bear markets, which has taken place on average every nine[…]

Inconceivable!

By Lewis Johnson - CHIEF CONCLUSION Our goal is not to create “set it and forget it” portfolios but rather to proactively navigate a changing cycle.  Because we do our own research in house, this means we are ready to[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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