TRENDS & TAIL RISKS™

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

Next Season's Harvest

POSTED ON September 19th - POSTED IN yield curve, interest rates

By Lewis Johnson - CHIEF CONCLUSION The U.S. Federal Reserve met this week to consider its interest rate policies. The market seems to be increasingly pricing in that a too-slow Fed is falling further behind the curve,[…]

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[…]

Rhyming History

POSTED ON November 1st - POSTED IN Cycles, yield curve

By Lewis Johnson - CHIEF CONCLUSION "History doesn’t repeat but it does rhyme." - Mark Twain Financial markets look ahead. Wait for the news and you may fall behind the biggest moves. It appears we are now very deep[…]

Lewis Johnson
Co-Chief Investment Officer

Author of Trends & Tail Risks

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