TRENDS & TAIL RISKS™

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

The Debt Hurricane

POSTED ON January 14th - POSTED IN Credit, Risk

By Lewis Johnson - "How did you go bankrupt?" Bill asked.

Luck Favors the Prepared

POSTED ON January 7th - POSTED IN Risk

By Lewis Johnson - "Luck's way is not my way."

A Question of Confidence

POSTED ON October 29th - POSTED IN Risk

By Lewis Johnson - “I suspect everyone and I suspect no one.”

Market Raids and Weak Links

POSTED ON October 22nd - POSTED IN Risk

By Lewis Johnson - “When you raid a cathouse, you take the piano player too.”

Mid Cycle Correction or Serious Downturn?

POSTED ON October 15th - POSTED IN Risk

By Lewis Johnson - “I made my money by selling too soon.”

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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