TRENDS & TAIL RISKS™

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

Learning the Wrong Lesson

POSTED ON November 27th - POSTED IN quantitative easing

By Lewis Johnson - CHIEF CONCLUSION Some observers have learned the wrong lesson from the “non-inflationary” impact of central banks’ trillions of dollars in quantitative easing (QE).  In particular, proponents of[…]

QE4: Pavlov's Dog

POSTED ON October 17th - POSTED IN quantitative easing

By Lewis Johnson - CHIEF CONCLUSION Monetary policy is changing again! Both the U.S. Federal Reserve and the European Central Bank have taken up quantitative easing (QE) again after abandoning it in 2018. What will[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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