TRENDS & TAIL RISKS™

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

The Gold Analyst, Loneliest Guy in Town

POSTED ON January 10th - POSTED IN Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - CHIEF CONCLUSION What we believe to be the biggest change in decades is underway in monetary policy, which is creating new winners and losers in the markets. Central banks are selling hundreds of[…]

Swimming Naked

By Lewis Johnson - Chief Conclusion A month ago, we explained George Soros’ “reflexivity” to help explain why we thought more weakness lay ahead for many emerging markets.  Since then Argentina’s currency has collapsed[…]

Ask Better Questions to Make More Money

By Lewis Johnson - Chief Conclusion Asking better questions is the fastest way to make more money in the markets. In today’s “Trends and Tail Risks,” I will take a step back and explain the backstory of how asking[…]

World Beating Performance in Silver

By Lewis Johnson - Chief Conclusion Notable outperformance by silver equities suggests we are just at the beginning of a new and extended precious metals upcycle.  Overindebtedness is driving this bull market..

The End of the Blanche DuBois Market?

POSTED ON May 18th - POSTED IN Gold, Relative Value of Gold (and Credit)

By Lewis Johnson - Chief conclusion We believe that gold is entering a new bull market.  If so, the opportunities for outperformance could be the greatest we have encountered in perhaps fifteen years.

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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