TRENDS & TAIL RISKS™

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

Tech Valuations Party Like It's 1999

POSTED ON February 20th - POSTED IN Thinking About the Future, technology

By Lewis Johnson - CHIEF CONCLUSION It should come as no surprise to our long-term readers that, when equity valuations become extended in our view, our research team grows more cautious.  Our team finds itself at such[…]

Homer's Iliad

By Lewis Johnson - Chief Conclusion I drew two conclusions from my re-reading of Homer’s classic “Iliad” during my family’s annual vacation to the mountains.  First, the importance of spending our time, our most[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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