TRENDS & TAIL RISKS™

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

Wealth Re-Distribution

By Lewis Johnson - CHIEF CONCLUSION We agree with Jude Wanniski that the single biggest determinant of our collective economy’s success in the future may come down to how the electorate decides to treat wealth and[…]

On Your Team

By Lewis Johnson - CHIEF CONCLUSION When it comes to investing, it’s easy to get lost in the details of analysis and strategy while forgetting the noble purpose to which all its efforts are truly dedicated: helping[…]

Jack Laporte's Biggest Investment Mistake

By Lewis Johnson - Chief Conclusion Once you identify a great investment idea, the most important thing you can do is to remain patient. Learning from the Best - Jack Laporte. A Great Investor and Wonderful Person The[…]

Inconceivable!

By Lewis Johnson - CHIEF CONCLUSION Our goal is not to create “set it and forget it” portfolios but rather to proactively navigate a changing cycle.  Because we do our own research in house, this means we are ready to[…]

Old Dog, New Tricks?

POSTED ON May 17th - POSTED IN Art of Valuation, Thinking About the Future

By Lewis Johnson - Chief Conclusion The world’s best investors are constantly learning, constantly trying to expand their circle of competence to make better decisions.  Today I explain a recent revelation I had when I[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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