TRENDS & TAIL RISKS™

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

Driving by Looking at the Rear-View Mirror

POSTED ON September 5th - POSTED IN Risk, Thinking About the Future, yield curve

By Lewis Johnson - CHIEF CONCLUSION No thinking person who gets behind the wheel of a car would ever dream of navigating by looking in the rear-view mirror. Yet, it seems that is exactly how the U.S. Federal Reserve is[…]

Everybody Has a Plan 'Til They Get Punched in the Face

POSTED ON August 22nd - POSTED IN Bonds, Gold, Risk

By Lewis Johnson - CHIEF CONCLUSION Mike Tyson says that everybody has a plan until they get punched in the face. That’s when life gets real and many plans fail. Volatile markets just punched many investors in the[…]

Risk Is Not What They Tell You It Is

POSTED ON August 8th - POSTED IN Bonds, Risk

By Lewis Johnson - CHIEF CONCLUSION Sometimes the strength of the whole can be dependent upon what may seem an unimportant or even paradoxical piece.  Investing can be like that too.  In our opinion, the best[…]

Volatility Makes a Comeback

By Lewis Johnson - Chief Conclusion The most pressing problem that we attempt to solve for our clients is how to grow their hard-won savings thoughtfully.  Money only grows when it takes risk – but what risks to take? […]

Hurricane Irma and the Limits of Prediction

By Lewis Johnson - Chief Conclusion Hurricane Irma gave all of us in southwest Florida a real world example of the limits of prediction.  In life as in the financial markets, we believe it’s better to beat the rush and[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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