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TRENDS & TAIL RISKS™
A monthly publication dedicated to the principle that deeper and broader knowledge drives superior investment results
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Lewis Johnson
Chief Investment Officer
Author of Trends & Tail Risks
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Portfolio Construction for a Challenging World
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Art of Valuation
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Bonds
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Bottom Up Analysis
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Credit
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Prices Allocate Resources
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Relative Value of Gold (and Credit)
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Price of Gold
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Triangulation
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energy
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liquidity
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masters of investing
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yield curve
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