TRENDS & TAIL RISKS™

A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results

Contagion Revisited

POSTED ON July 1st - POSTED IN Risk

By Lewis Johnson - Big changes are afoot in the markets. It’s time to pay attention! While Greece is very much all over the headlines these days – current events impact far more than Greece. We care about Greece[…]

Villains of Investing

POSTED ON June 10th - POSTED IN Risk

By Lewis Johnson - John D. MacDonald has been one of my favorite authors for many years. A writer who got his start banging out crime copy in the pulps of the 1940s and 1950s, MacDonald is best known among his[…]

Contagion?

POSTED ON May 13th - POSTED IN Gold, Risk, Relative Value of Gold (and Credit)

By Lewis Johnson - Greece and its crumbling finances have been in the press constantly of late. The day of decision for Greece appears to be approaching quickly with the latest news that the country is raiding its IMF[…]

The Illusion of Attention

POSTED ON March 11th - POSTED IN Risk

By Lewis Johnson - What do we know? And how can we be sure that we really know what we think we know? What is the possibility that unseen and therefore unrecognized errors cloud our decisions – especially in the[…]

The Power of Continuous Learning

POSTED ON February 18th - POSTED IN Risk

By Lewis Johnson - History is filled with fascinating people. The most interesting of these, to me, are those who strove hard, refused to quit, and always kept learning. These people are my inspiration – not because[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular