TRENDS & TAIL RISKS™

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

Driving by Looking at the Rear-View Mirror

POSTED ON September 5th - POSTED IN Risk, Thinking About the Future, yield curve

By Lewis Johnson - CHIEF CONCLUSION No thinking person who gets behind the wheel of a car would ever dream of navigating by looking in the rear-view mirror. Yet, it seems that is exactly how the U.S. Federal Reserve is[…]

Get Long the Hurricane

By Lewis Johnson - CHIEF CONCLUSION In my opinion, the single toughest challenge in investing is to creatively think about risk management. We seek to balance our goals for long-term growth with the risks we face on[…]

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[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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