TRENDS & TAIL RISKS™

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

The Simple Power of a Causal Framework

POSTED ON April 8th - POSTED IN Gold, Cycles, Commodities, Commodity, supply & demand, Steel

By Lewis Johnson - CHIEF CONCLUSION Successful investing doesn’t have to be complex. Sometimes the simplest insights can be the most powerful – if you have the conviction to follow them. We derive our conviction from[…]

Good Intentions

By Lewis Johnson - CHIEF CONCLUSION Ask anyone who has invested serious time analyzing the commodity markets and you will quickly come to understand the power of supply, demand, and prices to work in harmony to create[…]

Sam Zell Invests in Energy. Should you?

POSTED ON December 12th - POSTED IN Cycles, supply & demand

By Lewis Johnson - CHIEF CONCLUSION Savvy cyclical investor Sam Zell is buying energy assets. Our own research team has been studying the energy sector with much interest as well. Many of the potential investments we[…]

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

Email Me!

Newsletter Signup

Featured On

Most Popular