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

Götterdämmerung: Twilight of the All-Powerful Central Bankers?

POSTED ON January 28th - POSTED IN Thinking About the Future

By Lewis Johnson - The markets have been very busy – and volatile – the last few days. And these days have not been altogether happy ones for many investors. This week as I write this letter I somehow find myself[…]

Heroic Investment Performance

By Lewis Johnson - “As you get older it is harder to have heroes, but it is sort of necessary.”

The Debt Hurricane

POSTED ON January 14th - POSTED IN Credit, Risk

By Lewis Johnson - "How did you go bankrupt?" Bill asked.

Luck Favors the Prepared

POSTED ON January 7th - POSTED IN Risk

By Lewis Johnson - "Luck's way is not my way."

Lewis Johnson
Chief Investment Officer

Author of Trends & Tail Risks

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